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 | $52,757 | $48,076+9.7% | $78,689-33.0% | $62,891-16.1% |
| Participation rate | 56.7% | 65.2%-8.5pp | 73.6%-16.9pp | 69.3%-12.6pp |
| Annual return | 11.19% | 31.35%-20.2pp | 62.18%-51.0pp | 20.14%-9.0pp |
| Employer contribution / active EE | $1,676 | $2,015-16.8% | $2,851-41.2% | $2,281-26.5% |
| Participant deferral / active EE | $4,351 | $2,588+68.1% | $3,517+23.7% | $3,203+35.8% |
| Admin fee / account holder | $4,924 | $3,207+53.5% | $4,510+9.2% | $4,296+14.6% |