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 | $71,816 | $100,326-28.4% | $180,183-60.1% | $84,808-15.3% |
| Participation rate | 59.0% | 71.0%-12.0pp | 77.4%-18.4pp | 68.3%-9.3pp |
| Annual return | 16.52% | 17.86%-1.3pp | 27.86%-11.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,926 | $3,269-41.1% | $5,039-61.8% | $2,631-26.8% |
| Participant deferral / active EE | $3,714 | $5,066-26.7% | $6,822-45.6% | $4,212-11.8% |
| Admin fee / account holder | $4,437 | $9,674-54.1% | $19,975-77.8% | $7,344-39.6% |