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 | $80,125 | $86,944-7.8% | $107,525-25.5% | $74,304+7.8% |
| Participation rate | 42.1% | 59.6%-17.4pp | 75.1%-33.0pp | 60.3%-18.2pp |
| Annual return | 19.54% | 23.52%-4.0pp | 181.32%-161.8pp | 29.43%-9.9pp |
| Employer contribution / active EE | $1,554 | $2,757-43.6% | $3,754-58.6% | $2,241-30.6% |
| Participant deferral / active EE | $2,862 | $3,554-19.5% | $5,116-44.1% | $3,767-24.0% |
| Admin fee / account holder | $2,219 | $3,727-40.5% | $8,919-75.1% | $2,969-25.3% |