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 | $66,834 | $72,492-7.8% | $87,100-23.3% | $72,985-8.4% |
| Participation rate | 37.8% | 72.8%-35.0pp | 76.9%-39.0pp | 69.5%-31.6pp |
| Annual return | 30.55% | 24.46%+6.1pp | 28.19%+2.4pp | 81.00%-50.5pp |
| Employer contribution / active EE | $2,563 | $1,894+35.3% | $2,521+1.7% | $2,440+5.0% |
| Participant deferral / active EE | $4,802 | $3,270+46.9% | $4,049+18.6% | $3,607+33.1% |
| Admin fee / account holder | $2,319 | $5,055-54.1% | $7,497-69.1% | $5,124-54.7% |