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 | $27,160 | $51,175-46.9% | $70,515-61.5% | $75,163-63.9% |
| Participation rate | 61.8% | 60.9%+0.8pp | 68.3%-6.6pp | 67.2%-5.4pp |
| Annual return | 18.63% | 30.02%-11.4pp | 32.77%-14.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $667 | $1,826-63.5% | $2,973-77.6% | $2,670-75.0% |
| Participant deferral / active EE | $2,252 | $2,849-21.0% | $4,567-50.7% | $4,125-45.4% |
| Admin fee / account holder | $2,074 | $4,091-49.3% | $6,412-67.7% | $5,651-63.3% |