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 | $25,735 | $54,762-53.0% | $90,281-71.5% | $72,985-64.7% |
| Participation rate | 55.6% | 65.1%-9.6pp | 73.3%-17.7pp | 69.5%-13.9pp |
| Annual return | 19.46% | 30.63%-11.2pp | 78.10%-58.6pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,070 | $2,092-1.1% | $2,854-27.5% | $2,440-15.2% |
| Participant deferral / active EE | $2,996 | $2,887+3.8% | $3,885-22.9% | $3,607-17.0% |
| Admin fee / account holder | $3,817 | $3,972-3.9% | $5,351-28.7% | $5,124-25.5% |