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 | $38,188 | $46,869-18.5% | $122,332-68.8% | $70,131-45.5% |
| Participation rate | 66.3% | 58.2%+8.1pp | 71.6%-5.4pp | 69.5%-3.3pp |
| Annual return | 14.63% | 24.22%-9.6pp | 30.27%-15.6pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,360 | $1,288+5.6% | $4,050-66.4% | $2,342-42.0% |
| Participant deferral / active EE | $2,411 | $2,166+11.3% | $3,287-26.6% | $3,332-27.6% |
| Admin fee / account holder | $5,008 | $3,322+50.7% | $5,478-8.6% | $4,645+7.8% |