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 | $69,303 | $53,777+28.9% | $134,143-48.3% | $79,858-13.2% |
| Participation rate | 28.1% | 58.8%-30.7pp | 72.2%-44.1pp | 69.6%-41.6pp |
| Annual return | 15.90% | 19.01%-3.1pp | 36.33%-20.4pp | 31.71%-15.8pp |
| Employer contribution / active EE | $641 | $1,321-51.5% | $3,704-82.7% | $2,471-74.1% |
| Participant deferral / active EE | $1,273 | $2,420-47.4% | $3,499-63.6% | $3,740-66.0% |
| Admin fee / account holder | $1,652 | $3,984-58.5% | $6,684-75.3% | $5,306-68.9% |