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 | $52,600 | $99,341-47.1% | $84,750-37.9% | $273,961-80.8% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 10.80% | 22.93%-12.1pp | 22.78%-12.0pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,819 | $4,214-56.8% | $3,574-49.1% | $4,869-62.6% |
| Participant deferral / active EE | $3,105 | $4,269-27.3% | $3,712-16.4% | $5,287-41.3% |
| Admin fee / account holder | $365 | $6,644-94.5% | $5,332-93.1% | $10,132-96.4% |