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 | $103,571 | $109,413-5.3% | $156,263-33.7% | $84,808+22.1% |
| Participation rate | 67.6% | 72.7%-5.1pp | 78.9%-11.3pp | 68.3%-0.7pp |
| Annual return | 16.24% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $841 | $2,907-71.1% | $4,333-80.6% | $2,631-68.0% |
| Participant deferral / active EE | $3,702 | $4,590-19.4% | $6,158-39.9% | $4,212-12.1% |
| Admin fee / account holder | $1,276 | $9,357-86.4% | $14,255-91.1% | $7,344-82.6% |