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 | $69,971 | $76,552-8.6% | $123,892-43.5% | $62,891+11.3% |
| Participation rate | 52.7% | 73.0%-20.3pp | 81.4%-28.7pp | 69.3%-16.6pp |
| Annual return | 11.44% | 18.68%-7.2pp | 47.52%-36.1pp | 20.14%-8.7pp |
| Employer contribution / active EE | $632 | $2,883-78.1% | $4,617-86.3% | $2,281-72.3% |
| Participant deferral / active EE | $5,452 | $4,840+12.6% | $5,984-8.9% | $3,203+70.2% |
| Admin fee / account holder | $3,505 | $4,826-27.4% | $8,357-58.1% | $4,296-18.4% |