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 | $29,290 | $72,277-59.5% | $101,248-71.1% | $79,858-63.3% |
| Participation rate | 56.9% | 68.5%-11.6pp | 75.8%-18.9pp | 69.6%-12.8pp |
| Annual return | 24.04% | 22.30%+1.7pp | 46.47%-22.4pp | 31.71%-7.7pp |
| Employer contribution / active EE | $1,055 | $2,692-60.8% | $3,660-71.2% | $2,471-57.3% |
| Participant deferral / active EE | $2,143 | $3,282-34.7% | $4,370-51.0% | $3,740-42.7% |
| Admin fee / account holder | $685 | $4,400-84.4% | $5,945-88.5% | $5,306-87.1% |