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 | $64,508 | $54,541+18.3% | $78,778-18.1% | $70,131-8.0% |
| Participation rate | 67.3% | 60.8%+6.5pp | 69.2%-1.9pp | 69.5%-2.3pp |
| Annual return | 14.59% | 21.07%-6.5pp | 35.62%-21.0pp | 73.14%-58.6pp |
| Employer contribution / active EE | $525 | $1,089-51.7% | $1,986-73.5% | $2,342-77.6% |
| Participant deferral / active EE | $2,569 | $2,210+16.3% | $2,958-13.1% | $3,332-22.9% |
| Admin fee / account holder | $1,563 | $3,709-57.8% | $5,134-69.5% | $4,645-66.3% |