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 | $30,298 | $83,477-63.7% | $125,175-75.8% | $72,985-58.5% |
| Participation rate | 64.3% | 73.3%-9.0pp | 79.8%-15.5pp | 69.5%-5.2pp |
| Annual return | 19.12% | 25.78%-6.7pp | 43.79%-24.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $2,240 | $2,345-4.5% | $3,865-42.0% | $2,440-8.2% |
| Participant deferral / active EE | $5,405 | $3,585+50.8% | $4,937+9.5% | $3,607+49.8% |
| Admin fee / account holder | $2,397 | $5,517-56.6% | $9,702-75.3% | $5,124-53.2% |