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 | $87,546 | $72,492+20.8% | $87,100+0.5% | $72,985+20.0% |
| Participation rate | 41.4% | 72.8%-31.4pp | 76.9%-35.5pp | 69.5%-28.1pp |
| Annual return | 20.13% | 24.46%-4.3pp | 28.19%-8.1pp | 81.00%-60.9pp |
| Employer contribution / active EE | $881 | $1,894-53.5% | $2,521-65.1% | $2,440-63.9% |
| Participant deferral / active EE | $2,180 | $3,270-33.3% | $4,049-46.1% | $3,607-39.6% |
| Admin fee / account holder | $556 | $5,055-89.0% | $7,497-92.6% | $5,124-89.1% |