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 | $44,260 | $88,707-50.1% | $74,183-40.3% | $273,961-83.8% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 8.58% | 11.94%-3.4pp | 17.74%-9.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,188 | $3,159-30.7% | $2,370-7.7% | $4,869-55.1% |
| Participant deferral / active EE | $4,811 | $4,212+14.2% | $3,550+35.5% | $5,287-9.0% |
| Admin fee / account holder | $1,595 | $8,717-81.7% | $5,586-71.5% | $10,132-84.3% |