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 | $47,713 | $72,277-34.0% | $101,248-52.9% | $79,858-40.3% |
| Participation rate | 54.0% | 68.5%-14.5pp | 75.8%-21.8pp | 69.6%-15.7pp |
| Annual return | 17.68% | 22.30%-4.6pp | 46.47%-28.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $3,027 | $2,692+12.5% | $3,660-17.3% | $2,471+22.5% |
| Participant deferral / active EE | $4,371 | $3,282+33.2% | $4,3700% | $3,740+16.9% |
| Admin fee / account holder | $10,127 | $4,400+130.2% | $5,945+70.3% | $5,306+90.9% |