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 | $35,533 | $58,512-39.3% | $84,015-57.7% | $72,985-51.3% |
| Participation rate | 62.7% | 61.2%+1.5pp | 69.0%-6.3pp | 69.5%-6.8pp |
| Annual return | 25.46% | 28.93%-3.5pp | 71.31%-45.8pp | 81.00%-55.5pp |
| Employer contribution / active EE | $589 | $1,163-49.3% | $1,983-70.3% | $2,440-75.9% |
| Participant deferral / active EE | $3,517 | $2,394+46.9% | $3,239+8.6% | $3,607-2.5% |
| Admin fee / account holder | $3,266 | $4,569-28.5% | $6,101-46.5% | $5,124-36.3% |