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 | $45,837 | $86,929-47.3% | $102,423-55.2% | $80,856-43.3% |
| Participation rate | 62.9% | 72.4%-9.5pp | 76.5%-13.6pp | 67.6%-4.7pp |
| Annual return | 20.19% | 18.88%+1.3pp | 29.32%-9.1pp | 35.59%-15.4pp |
| Employer contribution / active EE | $1,135 | $2,369-52.1% | $3,023-62.5% | $2,755-58.8% |
| Participant deferral / active EE | $3,313 | $4,118-19.5% | $5,053-34.4% | $4,296-22.9% |
| Admin fee / account holder | $2,455 | $8,049-69.5% | $9,451-74.0% | $6,918-64.5% |