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 | $54,420 | $57,016-4.6% | $84,966-36.0% | $80,856-32.7% |
| Participation rate | 46.5% | 56.3%-9.8pp | 67.5%-21.0pp | 67.6%-21.1pp |
| Annual return | 17.33% | 21.66%-4.3pp | 66.38%-49.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,762 | $1,798-2.0% | $2,727-35.4% | $2,755-36.0% |
| Participant deferral / active EE | $3,246 | $3,110+4.4% | $4,519-28.2% | $4,296-24.4% |
| Admin fee / account holder | $458 | $4,980-90.8% | $6,149-92.5% | $6,918-93.4% |