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 | $52,623 | $51,175+2.8% | $70,515-25.4% | $75,163-30.0% |
| Participation rate | 62.9% | 60.9%+1.9pp | 68.3%-5.5pp | 67.2%-4.3pp |
| Annual return | 14.76% | 30.02%-15.3pp | 32.77%-18.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $377 | $1,826-79.3% | $2,973-87.3% | $2,670-85.9% |
| Participant deferral / active EE | $3,714 | $2,849+30.3% | $4,567-18.7% | $4,125-10.0% |
| Admin fee / account holder | $3,559 | $4,091-13.0% | $6,412-44.5% | $5,651-37.0% |