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 | $39,907 | $76,552-47.9% | $123,892-67.8% | $62,891-36.5% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 13.23% | 18.68%-5.4pp | 47.52%-34.3pp | 20.14%-6.9pp |
| Employer contribution / active EE | $2,529 | $2,883-12.3% | $4,617-45.2% | $2,281+10.9% |
| Participant deferral / active EE | $5,183 | $4,840+7.1% | $5,984-13.4% | $3,203+61.8% |
| Admin fee / account holder | $8,864 | $4,826+83.7% | $8,357+6.1% | $4,296+106.4% |