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 | $78,932 | $65,561+20.4% | $91,541-13.8% | $74,304+6.2% |
| Participation rate | 40.2% | 56.6%-16.4pp | 69.8%-29.6pp | 60.3%-20.2pp |
| Annual return | 14.58% | 17.68%-3.1pp | 20.50%-5.9pp | 29.43%-14.9pp |
| Employer contribution / active EE | $548 | $1,717-68.1% | $2,505-78.1% | $2,241-75.6% |
| Participant deferral / active EE | $2,063 | $2,918-29.3% | $4,008-48.5% | $3,767-45.2% |
| Admin fee / account holder | $5,362 | $3,333+60.9% | $6,956-22.9% | $2,969+80.6% |