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 | $54,611 | $59,839-8.7% | $81,983-33.4% | $79,858-31.6% |
| Participation rate | 63.2% | 61.6%+1.5pp | 69.2%-6.1pp | 69.6%-6.5pp |
| Annual return | 18.73% | 17.56%+1.2pp | 41.31%-22.6pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,972 | $1,713+15.1% | $2,498-21.1% | $2,471-20.2% |
| Participant deferral / active EE | $3,577 | $2,695+32.7% | $3,722-3.9% | $3,740-4.4% |
| Admin fee / account holder | $796 | $4,287-81.4% | $5,664-85.9% | $5,306-85.0% |