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 | $81,504 | $76,552+6.5% | $123,892-34.2% | $62,891+29.6% |
| Participation rate | 64.7% | 73.0%-8.3pp | 81.4%-16.7pp | 69.3%-4.6pp |
| Annual return | 10.48% | 18.68%-8.2pp | 47.52%-37.0pp | 20.14%-9.7pp |
| Employer contribution / active EE | $535 | $2,883-81.4% | $4,617-88.4% | $2,281-76.5% |
| Participant deferral / active EE | $3,521 | $4,840-27.2% | $5,984-41.2% | $3,203+9.9% |
| Admin fee / account holder | $2,901 | $4,826-39.9% | $8,357-65.3% | $4,296-32.5% |