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 | $88,258 | $81,248+8.6% | $155,509-43.2% | $80,856+9.2% |
| Participation rate | 14.7% | 66.2%-51.5pp | 78.2%-63.5pp | 67.6%-52.9pp |
| Annual return | 12.49% | 33.31%-20.8pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $677 | $3,100-78.2% | $4,672-85.5% | $2,755-75.4% |
| Participant deferral / active EE | $1,123 | $3,452-67.5% | $5,626-80.0% | $4,296-73.9% |
| Admin fee / account holder | $4,596 | $7,997-42.5% | $15,912-71.1% | $6,918-33.6% |