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 | $64,823 | $54,541+18.9% | $78,778-17.7% | $70,131-7.6% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 12.98% | 21.07%-8.1pp | 35.62%-22.6pp | 73.14%-60.2pp |
| Employer contribution / active EE | $856 | $1,089-21.3% | $1,986-56.9% | $2,342-63.4% |
| Participant deferral / active EE | $2,021 | $2,210-8.6% | $2,958-31.7% | $3,332-39.4% |
| Admin fee / account holder | $6,703 | $3,709+80.8% | $5,134+30.6% | $4,645+44.3% |