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 | $91,066 | $95,803-4.9% | $113,168-19.5% | $84,808+7.4% |
| Participation rate | 38.2% | 72.9%-34.7pp | 76.6%-38.4pp | 68.3%-30.1pp |
| Annual return | 17.25% | 25.00%-7.8pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,096 | $2,360-53.6% | $2,975-63.2% | $2,631-58.4% |
| Participant deferral / active EE | $2,093 | $4,242-50.7% | $5,107-59.0% | $4,212-50.3% |
| Admin fee / account holder | $3,309 | $8,989-63.2% | $12,068-72.6% | $7,344-54.9% |