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 | $57,286 | $86,944-34.1% | $107,525-46.7% | $74,304-22.9% |
| Participation rate | 50.0% | 59.6%-9.6pp | 75.1%-25.1pp | 60.3%-10.3pp |
| Annual return | 15.96% | 23.52%-7.6pp | 181.32%-165.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,775 | $2,757-35.6% | $3,754-52.7% | $2,241-20.8% |
| Participant deferral / active EE | $3,312 | $3,554-6.8% | $5,116-35.2% | $3,767-12.1% |
| Admin fee / account holder | $10,846 | $3,727+191.0% | $8,919+21.6% | $2,969+265.3% |