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 | $50,202 | $99,341-49.5% | $84,750-40.8% | $273,961-81.7% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 4.27% | 22.93%-18.7pp | 22.78%-18.5pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,620 | $4,214-61.5% | $3,574-54.7% | $4,869-66.7% |
| Participant deferral / active EE | $2,744 | $4,269-35.7% | $3,712-26.1% | $5,287-48.1% |
| Admin fee / account holder | $123,435 | $6,644+1757.8% | $5,332+2214.9% | $10,132+1118.3% |