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 | $68,739 | $72,277-4.9% | $101,248-32.1% | $79,858-13.9% |
| Participation rate | 47.1% | 68.5%-21.4pp | 75.8%-28.7pp | 69.6%-22.6pp |
| Annual return | 12.21% | 22.30%-10.1pp | 46.47%-34.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $626 | $2,692-76.7% | $3,660-82.9% | $2,471-74.7% |
| Participant deferral / active EE | $3,102 | $3,282-5.5% | $4,370-29.0% | $3,740-17.1% |
| Admin fee / account holder | $4,471 | $4,400+1.6% | $5,945-24.8% | $5,306-15.7% |