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 | $59,275 | $76,552-22.6% | $123,892-52.2% | $62,891-5.8% |
| Participation rate | 65.4% | 73.0%-7.6pp | 81.4%-16.0pp | 69.3%-3.9pp |
| Annual return | 7.88% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,727 | $2,883-5.4% | $4,617-40.9% | $2,281+19.6% |
| Participant deferral / active EE | $6,816 | $4,840+40.8% | $5,984+13.9% | $3,203+112.8% |
| Admin fee / account holder | $6,385 | $4,826+32.3% | $8,357-23.6% | $4,296+48.7% |