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 | $57,278 | $58,851-2.7% | $115,157-50.3% | $72,985-21.5% |
| Participation rate | 63.2% | 65.5%-2.3pp | 75.9%-12.7pp | 69.5%-6.3pp |
| Annual return | 18.14% | 23.16%-5.0pp | 35.60%-17.5pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,679 | $1,798-6.6% | $3,179-47.2% | $2,440-31.2% |
| Participant deferral / active EE | $3,440 | $2,643+30.2% | $4,168-17.5% | $3,607-4.6% |
| Admin fee / account holder | $13,260 | $6,370+108.2% | $7,088+87.1% | $5,124+158.8% |