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 | $58,887 | $83,477-29.5% | $125,175-53.0% | $72,985-19.3% |
| Participation rate | 69.5% | 73.3%-3.8pp | 79.8%-10.3pp | 69.5%0pp |
| Annual return | 20.49% | 25.78%-5.3pp | 43.79%-23.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,700 | $2,345-27.5% | $3,865-56.0% | $2,440-30.3% |
| Participant deferral / active EE | $3,595 | $3,585+0.3% | $4,937-27.2% | $3,607-0.3% |
| Admin fee / account holder | $13,671 | $5,517+147.8% | $9,702+40.9% | $5,124+166.8% |