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 | $73,824 | $78,520-6.0% | $96,576-23.6% | $82,448-10.5% |
| Participation rate | 35.4% | 77.7%-42.3pp | 81.4%-46.1pp | 68.1%-32.7pp |
| Annual return | 14.70% | 41.30%-26.6pp | 38.47%-23.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,033 | $2,630-60.7% | $3,553-70.9% | $2,551-59.5% |
| Participant deferral / active EE | $3,266 | $6,754-51.6% | $7,956-59.0% | $4,139-21.1% |
| Admin fee / account holder | $10,129 | $13,455-24.7% | $11,381-11.0% | $7,234+40.0% |