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 | $62,718 | $73,933-15.2% | $96,683-35.1% | $75,163-16.6% |
| Participation rate | 63.6% | 66.4%-2.8pp | 74.3%-10.7pp | 67.2%-3.6pp |
| Annual return | 22.35% | 26.70%-4.4pp | 35.69%-13.3pp | 160.62%-138.3pp |
| Employer contribution / active EE | $2,145 | $2,928-26.7% | $3,737-42.6% | $2,670-19.7% |
| Participant deferral / active EE | $4,339 | $3,659+18.6% | $4,878-11.1% | $4,125+5.2% |
| Admin fee / account holder | $1,900 | $5,216-63.6% | $6,730-71.8% | $5,651-66.4% |