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 | $65,706 | $54,541+20.5% | $78,778-16.6% | $70,131-6.3% |
| Participation rate | 58.1% | 60.8%-2.7pp | 69.2%-11.1pp | 69.5%-11.5pp |
| Annual return | 16.53% | 21.07%-4.5pp | 35.62%-19.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $642 | $1,089-41.1% | $1,986-67.7% | $2,342-72.6% |
| Participant deferral / active EE | $1,981 | $2,210-10.4% | $2,958-33.0% | $3,332-40.6% |
| Admin fee / account holder | $2,761 | $3,709-25.5% | $5,134-46.2% | $4,645-40.6% |