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 | $95,889 | $95,803+0.1% | $113,168-15.3% | $84,808+13.1% |
| Participation rate | 57.4% | 72.9%-15.4pp | 76.6%-19.1pp | 68.3%-10.9pp |
| Annual return | 13.26% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $887 | $2,360-62.4% | $2,975-70.2% | $2,631-66.3% |
| Participant deferral / active EE | $3,440 | $4,242-18.9% | $5,107-32.6% | $4,212-18.3% |
| Admin fee / account holder | $13,327 | $8,989+48.3% | $12,068+10.4% | $7,344+81.5% |