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 | $80,039 | $55,706+43.7% | $75,886+5.5% | $72,985+9.7% |
| Participation rate | 35.1% | 61.1%-26.0pp | 69.3%-34.2pp | 69.5%-34.4pp |
| Annual return | 22.53% | 27.59%-5.1pp | 30.76%-8.2pp | 81.00%-58.5pp |
| Employer contribution / active EE | $697 | $1,687-58.7% | $2,500-72.1% | $2,440-71.4% |
| Participant deferral / active EE | $1,203 | $2,634-54.3% | $3,603-66.6% | $3,607-66.7% |
| Admin fee / account holder | $972 | $3,978-75.6% | $5,418-82.1% | $5,124-81.0% |