See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,481 | $93,571+23.4% | $135,903-15.0% | $75,163+53.6% |
| Participation rate | 65.5% | 75.2%-9.7pp | 81.9%-16.4pp | 67.2%-1.7pp |
| Annual return | 22.91% | 30.90%-8.0pp | 68.23%-45.3pp | 160.62%-137.7pp |
| Employer contribution / active EE | $3,992 | $3,537+12.9% | $4,856-17.8% | $2,670+49.5% |
| Participant deferral / active EE | $8,278 | $6,404+29.3% | $7,758+6.7% | $4,125+100.7% |
| Admin fee / account holder | $2,603 | $6,975-62.7% | $10,762-75.8% | $5,651-53.9% |