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 | $15,589 | $46,553-66.5% | $64,056-75.7% | $75,163-79.3% |
| Participation rate | 68.3% | 65.9%+2.4pp | 72.3%-4.0pp | 67.2%+1.1pp |
| Annual return | 13.65% | 26.03%-12.4pp | 33.69%-20.0pp | 160.62%-147.0pp |
| Employer contribution / active EE | $423 | $1,974-78.6% | $2,747-84.6% | $2,670-84.2% |
| Participant deferral / active EE | $3,029 | $2,837+6.8% | $3,880-21.9% | $4,125-26.6% |
| Admin fee / account holder | $762 | $2,952-74.2% | $3,068-75.2% | $5,651-86.5% |