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 | $85,957 | $99,341-13.5% | $84,750+1.4% | $273,961-68.6% |
| Participation rate | 53.8% | 80.7%-26.8pp | 76.6%-22.7pp | 83.0%-29.2pp |
| Annual return | 6.69% | 22.93%-16.2pp | 22.78%-16.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,524 | $4,214-63.8% | $3,574-57.4% | $4,869-68.7% |
| Participant deferral / active EE | $2,834 | $4,269-33.6% | $3,712-23.6% | $5,287-46.4% |
| Admin fee / account holder | $3,199 | $6,644-51.9% | $5,332-40.0% | $10,132-68.4% |