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 | $44,613 | $67,606-34.0% | $82,313-45.8% | $70,131-36.4% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.9%-15.6pp | 69.5%-8.3pp |
| Annual return | 25.39% | 21.57%+3.8pp | 25.88%-0.5pp | 73.14%-47.8pp |
| Employer contribution / active EE | $978 | $1,755-44.2% | $2,428-59.7% | $2,342-58.2% |
| Participant deferral / active EE | $2,108 | $2,987-29.4% | $3,706-43.1% | $3,332-36.7% |
| Admin fee / account holder | $1,236 | $4,512-72.6% | $5,608-78.0% | $4,645-73.4% |