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 | $68,505 | $65,395+4.8% | $182,532-62.5% | $72,985-6.1% |
| Participation rate | 55.7% | 65.4%-9.7pp | 78.0%-22.3pp | 69.5%-13.8pp |
| Annual return | 20.22% | 27.68%-7.5pp | 148.54%-128.3pp | 81.00%-60.8pp |
| Employer contribution / active EE | $526 | $1,911-72.5% | $4,076-87.1% | $2,440-78.4% |
| Participant deferral / active EE | $2,943 | $3,563-17.4% | $5,524-46.7% | $3,607-18.4% |
| Admin fee / account holder | $1,826 | $4,245-57.0% | $8,592-78.7% | $5,124-64.4% |