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 | $60,622 | $62,586-3.1% | $76,768-21.0% | $64,186-5.6% |
| Participation rate | 54.4% | 72.8%-18.4pp | 77.0%-22.6pp | 69.6%-15.2pp |
| Annual return | 9.21% | -1.95%+11.2pp | 2.43%+6.8pp | 7.63%+1.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,451 | $3,145+9.7% | $3,852-10.4% | $3,470-0.5% |
| Admin fee / account holder | $2,428 | $4,667-48.0% | $6,675-63.6% | $4,888-50.3% |