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 | $50,344 | $57,590-12.6% | $86,233-41.6% | $82,448-38.9% |
| Participation rate | 65.7% | 57.9%+7.8pp | 69.0%-3.3pp | 68.1%-2.4pp |
| Annual return | 17.78% | 22.41%-4.6pp | 61.39%-43.6pp | 41.64%-23.9pp |
| Employer contribution / active EE | $563 | $1,655-66.0% | $2,504-77.5% | $2,551-77.9% |
| Participant deferral / active EE | $4,232 | $3,080+37.4% | $4,559-7.2% | $4,139+2.2% |
| Admin fee / account holder | $2,521 | $4,730-46.7% | $8,342-69.8% | $7,234-65.2% |