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 | $45,226 | $43,075+5.0% | $74,583-39.4% | $62,891-28.1% |
| Participation rate | 67.7% | 58.1%+9.7pp | 68.1%-0.4pp | 69.3%-1.6pp |
| Annual return | 8.54% | 17.50%-9.0pp | 20.47%-11.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $976 | $1,498-34.9% | $2,525-61.4% | $2,281-57.2% |
| Participant deferral / active EE | $2,108 | $2,389-11.8% | $3,458-39.1% | $3,203-34.2% |
| Admin fee / account holder | $1,184 | $2,840-58.3% | $4,138-71.4% | $4,296-72.4% |