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 | $74,355 | $74,927-0.8% | $101,794-27.0% | $84,808-12.3% |
| Participation rate | 44.8% | 61.4%-16.6pp | 69.2%-24.4pp | 68.3%-23.5pp |
| Annual return | 17.52% | 18.70%-1.2pp | 30.53%-13.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $869 | $1,522-42.9% | $2,289-62.0% | $2,631-67.0% |
| Participant deferral / active EE | $3,111 | $3,099+0.4% | $4,084-23.8% | $4,212-26.1% |
| Admin fee / account holder | $1,299 | $6,514-80.1% | $8,777-85.2% | $7,344-82.3% |