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 | $96,321 | $127,065-24.2% | $113,168-14.9% | $142,382-32.4% |
| Participation rate | 55.0% | 79.2%-24.2pp | 76.6%-21.6pp | 80.1%-25.1pp |
| Annual return | 14.32% | 24.03%-9.7pp | 24.27%-9.9pp | 217.08%-202.8pp |
| Employer contribution / active EE | $888 | $3,442-74.2% | $2,975-70.2% | $4,299-79.4% |
| Participant deferral / active EE | $2,867 | $5,716-49.8% | $5,107-43.9% | $6,507-55.9% |
| Admin fee / account holder | $11,520 | $15,736-26.8% | $12,068-4.5% | $12,624-8.7% |