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 | $75,413 | $72,012+4.7% | $185,823-59.4% | $79,858-5.6% |
| Participation rate | 47.1% | 65.8%-18.7pp | 78.0%-31.0pp | 69.6%-22.6pp |
| Annual return | 16.04% | 23.12%-7.1pp | 35.95%-19.9pp | 31.71%-15.7pp |
| Employer contribution / active EE | $615 | $1,965-68.7% | $4,087-85.0% | $2,471-75.1% |
| Participant deferral / active EE | $1,322 | $3,779-65.0% | $5,632-76.5% | $3,740-64.7% |
| Admin fee / account holder | $8,158 | $4,513+80.8% | $9,500-14.1% | $5,306+53.7% |