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 | $57,656 | $83,477-30.9% | $125,175-53.9% | $72,985-21.0% |
| Participation rate | 68.3% | 73.3%-5.0pp | 79.8%-11.5pp | 69.5%-1.2pp |
| Annual return | 19.72% | 25.78%-6.1pp | 43.79%-24.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $2,069 | $2,345-11.8% | $3,865-46.5% | $2,440-15.2% |
| Participant deferral / active EE | $4,090 | $3,585+14.1% | $4,937-17.2% | $3,607+13.4% |
| Admin fee / account holder | $7,854 | $5,517+42.4% | $9,702-19.0% | $5,124+53.3% |