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 | $68,942 | $65,561+5.2% | $91,541-24.7% | $74,304-7.2% |
| Participation rate | 30.9% | 56.6%-25.7pp | 69.8%-38.9pp | 60.3%-29.5pp |
| Annual return | 17.80% | 17.68%+0.1pp | 20.50%-2.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,146 | $1,717-33.2% | $2,505-54.2% | $2,241-48.9% |
| Participant deferral / active EE | $2,103 | $2,918-27.9% | $4,008-47.5% | $3,767-44.2% |
| Admin fee / account holder | $9,680 | $3,333+190.5% | $6,956+39.2% | $2,969+226.1% |