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 | $59,627 | $54,762+8.9% | $90,281-34.0% | $72,985-18.3% |
| Participation rate | 50.0% | 65.1%-15.1pp | 73.3%-23.3pp | 69.5%-19.5pp |
| Annual return | 21.16% | 30.63%-9.5pp | 78.10%-56.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $517 | $2,092-75.3% | $2,854-81.9% | $2,440-78.8% |
| Participant deferral / active EE | $5,854 | $2,887+102.8% | $3,885+50.7% | $3,607+62.3% |
| Admin fee / account holder | $14,876 | $3,972+274.5% | $5,351+178.0% | $5,124+190.3% |