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 | $64,404 | $95,803-32.8% | $113,168-43.1% | $84,808-24.1% |
| Participation rate | 65.1% | 72.9%-7.7pp | 76.6%-11.4pp | 68.3%-3.2pp |
| Annual return | 14.23% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $907 | $2,360-61.6% | $2,975-69.5% | $2,631-65.5% |
| Participant deferral / active EE | $3,097 | $4,242-27.0% | $5,107-39.4% | $4,212-26.5% |
| Admin fee / account holder | $12,244 | $8,989+36.2% | $12,068+1.5% | $7,344+66.7% |