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 | $65,343 | $84,233-22.4% | $170,442-61.7% | $70,131-6.8% |
| Participation rate | 51.9% | 70.8%-19.0pp | 83.6%-31.7pp | 69.5%-17.7pp |
| Annual return | 14.54% | 23.06%-8.5pp | 205.93%-191.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,971 | $3,387-41.8% | $5,433-63.7% | $2,342-15.9% |
| Participant deferral / active EE | $2,635 | $3,086-14.6% | $4,939-46.7% | $3,332-20.9% |
| Admin fee / account holder | $5,540 | $5,698-2.8% | $13,880-60.1% | $4,645+19.3% |