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 | $69,128 | $58,512+18.1% | $84,015-17.7% | $72,985-5.3% |
| Participation rate | 51.1% | 61.2%-10.1pp | 69.0%-17.9pp | 69.5%-18.3pp |
| Annual return | 17.53% | 28.93%-11.4pp | 71.31%-53.8pp | 81.00%-63.5pp |
| Employer contribution / active EE | $862 | $1,163-25.9% | $1,983-56.6% | $2,440-64.7% |
| Participant deferral / active EE | $2,699 | $2,394+12.7% | $3,239-16.7% | $3,607-25.2% |
| Admin fee / account holder | $5,847 | $4,569+28.0% | $6,101-4.2% | $5,124+14.1% |