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 | $35,310 | $58,512-39.7% | $84,015-58.0% | $72,985-51.6% |
| Participation rate | 68.3% | 61.2%+7.1pp | 69.0%-0.7pp | 69.5%-1.2pp |
| Annual return | 16.90% | 28.93%-12.0pp | 71.31%-54.4pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,147 | $1,163-1.3% | $1,983-42.2% | $2,440-53.0% |
| Participant deferral / active EE | $1,792 | $2,394-25.1% | $3,239-44.7% | $3,607-50.3% |
| Admin fee / account holder | $14,310 | $4,569+213.2% | $6,101+134.6% | $5,124+179.3% |