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 | $32,466 | $43,075-24.6% | $74,583-56.5% | $62,891-48.4% |
| Participation rate | 50.0% | 58.1%-8.1pp | 68.1%-18.1pp | 69.3%-19.3pp |
| Annual return | 8.43% | 17.50%-9.1pp | 20.47%-12.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,127 | $1,498+42.0% | $2,525-15.8% | $2,281-6.7% |
| Participant deferral / active EE | $2,802 | $2,389+17.3% | $3,458-19.0% | $3,203-12.5% |
| Admin fee / account holder | $2,806 | $2,840-1.2% | $4,138-32.2% | $4,296-34.7% |