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 | $61,260 | $48,076+27.4% | $78,689-22.1% | $62,891-2.6% |
| Participation rate | 67.1% | 65.2%+1.9pp | 73.6%-6.5pp | 69.3%-2.2pp |
| Annual return | 5.15% | 31.35%-26.2pp | 62.18%-57.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $719 | $2,015-64.3% | $2,851-74.8% | $2,281-68.5% |
| Participant deferral / active EE | $2,795 | $2,588+8.0% | $3,517-20.5% | $3,203-12.7% |
| Admin fee / account holder | $1,337 | $3,207-58.3% | $4,510-70.4% | $4,296-68.9% |