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 | $96,952 | $109,413-11.4% | $156,263-38.0% | $84,808+14.3% |
| Participation rate | 64.7% | 72.7%-8.0pp | 78.9%-14.2pp | 68.3%-3.6pp |
| Annual return | 12.91% | 20.18%-7.3pp | 59.47%-46.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $959 | $2,907-67.0% | $4,333-77.9% | $2,631-63.5% |
| Participant deferral / active EE | $4,201 | $4,590-8.5% | $6,158-31.8% | $4,212-0.3% |
| Admin fee / account holder | $4,276 | $9,357-54.3% | $14,255-70.0% | $7,344-41.8% |