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 | $46,938 | $72,277-35.1% | $101,248-53.6% | $79,858-41.2% |
| Participation rate | 65.7% | 68.5%-2.7pp | 75.8%-10.1pp | 69.6%-3.9pp |
| Annual return | 18.71% | 22.30%-3.6pp | 46.47%-27.8pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,669 | $2,692-38.0% | $3,660-54.4% | $2,471-32.4% |
| Participant deferral / active EE | $2,966 | $3,282-9.6% | $4,370-32.1% | $3,740-20.7% |
| Admin fee / account holder | $3,465 | $4,400-21.3% | $5,945-41.7% | $5,306-34.7% |