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 | $95,948 | $101,724-5.7% | $164,813-41.8% | $80,856+18.7% |
| Participation rate | 52.4% | 71.8%-19.4pp | 78.6%-26.2pp | 67.6%-15.2pp |
| Annual return | 11.28% | 16.72%-5.4pp | 69.93%-58.7pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,033 | $2,953-31.2% | $4,341-53.2% | $2,755-26.2% |
| Participant deferral / active EE | $4,327 | $4,477-3.4% | $6,031-28.3% | $4,296+0.7% |
| Admin fee / account holder | $16,007 | $8,227+94.6% | $12,690+26.1% | $6,918+131.4% |