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 | $72,495 | $80,717-10.2% | $154,803-53.2% | $84,808-14.5% |
| Participation rate | 61.5% | 66.8%-5.3pp | 78.1%-16.5pp | 68.3%-6.8pp |
| Annual return | 14.23% | 37.96%-23.7pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $791 | $2,761-71.3% | $4,305-81.6% | $2,631-69.9% |
| Participant deferral / active EE | $3,385 | $3,303+2.5% | $5,540-38.9% | $4,212-19.6% |
| Admin fee / account holder | $10,686 | $6,746+58.4% | $14,329-25.4% | $7,344+45.5% |