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 | $88,559 | $109,413-19.1% | $156,263-43.3% | $84,808+4.4% |
| Participation rate | 58.3% | 72.7%-14.4pp | 78.9%-20.6pp | 68.3%-10.0pp |
| Annual return | 16.79% | 20.18%-3.4pp | 59.47%-42.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $881 | $2,907-69.7% | $4,333-79.7% | $2,631-66.5% |
| Participant deferral / active EE | $2,479 | $4,590-46.0% | $6,158-59.7% | $4,212-41.1% |
| Admin fee / account holder | $2,693 | $9,357-71.2% | $14,255-81.1% | $7,344-63.3% |