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 | $80,540 | $88,707-9.2% | $74,183+8.6% | $273,961-70.6% |
| Participation rate | 65.0% | 79.4%-14.4pp | 76.6%-11.6pp | 83.0%-18.0pp |
| Annual return | 5.46% | 11.94%-6.5pp | 17.74%-12.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $531 | $3,159-83.2% | $2,370-77.6% | $4,869-89.1% |
| Participant deferral / active EE | $2,122 | $4,212-49.6% | $3,550-40.2% | $5,287-59.9% |
| Admin fee / account holder | $3,554 | $8,717-59.2% | $5,586-36.4% | $10,132-64.9% |