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 | $66,538 | $67,411-1.3% | $91,001-26.9% | $70,131-5.1% |
| Participation rate | 55.2% | 71.4%-16.2pp | 75.6%-20.4pp | 69.5%-14.4pp |
| Annual return | 14.35% | -40.16%+54.5pp | 4.60%+9.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $854 | $1,786-52.2% | $2,456-65.2% | $2,342-63.6% |
| Participant deferral / active EE | $2,637 | $2,823-6.6% | $3,547-25.7% | $3,332-20.9% |
| Admin fee / account holder | $1,357 | $4,236-68.0% | $5,417-74.9% | $4,645-70.8% |