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 | $57,256 | $65,685-12.8% | $57,179+0.1% | $273,961-79.1% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | 4.96% | 21.99%-17.0pp | 14.59%-9.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $344 | $3,279-89.5% | $2,682-87.2% | $4,869-92.9% |
| Participant deferral / active EE | $1,720 | $3,782-54.5% | $3,096-44.4% | $5,287-67.5% |
| Admin fee / account holder | $3,509 | $4,835-27.4% | $3,139+11.8% | $10,132-65.4% |