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 | $55,294 | $52,580+5.2% | $71,671-22.9% | $70,131-21.2% |
| Participation rate | 57.6% | 60.9%-3.3pp | 68.7%-11.2pp | 69.5%-12.0pp |
| Annual return | 14.05% | 20.25%-6.2pp | 20.65%-6.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,634 | $2,386+10.4% | $3,438-23.4% | $3,332-20.9% |
| Admin fee / account holder | $13,031 | $3,653+256.7% | $5,558+134.4% | $4,645+180.5% |