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 | $33,585 | $46,553-27.9% | $64,056-47.6% | $75,163-55.3% |
| Participation rate | 64.1% | 65.9%-1.8pp | 72.3%-8.2pp | 67.2%-3.1pp |
| Annual return | 14.57% | 26.03%-11.5pp | 33.69%-19.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $769 | $1,974-61.1% | $2,747-72.0% | $2,670-71.2% |
| Participant deferral / active EE | $2,184 | $2,837-23.0% | $3,880-43.7% | $4,125-47.1% |
| Admin fee / account holder | $4,957 | $2,952+67.9% | $3,068+61.6% | $5,651-12.3% |