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 | $63,544 | $65,365-2.8% | $92,893-31.6% | $72,985-12.9% |
| Participation rate | 46.0% | 68.3%-22.3pp | 76.0%-30.0pp | 69.5%-23.5pp |
| Annual return | 25.99% | 42.10%-16.1pp | 109.41%-83.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,543 | $2,594-40.5% | $3,653-57.8% | $2,440-36.8% |
| Participant deferral / active EE | $3,172 | $3,128+1.4% | $4,236-25.1% | $3,607-12.1% |
| Admin fee / account holder | $5,795 | $4,251+36.3% | $5,7940% | $5,124+13.1% |