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 | $82,488 | $83,369-1.1% | $105,223-21.6% | $67,986+21.3% |
| Participation rate | 55.3% | 56.3%-1.0pp | 75.0%-19.7pp | 57.2%-1.9pp |
| Annual return | 17.81% | 24.64%-6.8pp | 180.65%-162.8pp | 31.67%-13.9pp |
| Employer contribution / active EE | $1,341 | $2,541-47.2% | $3,689-63.6% | $2,019-33.6% |
| Participant deferral / active EE | $1,808 | $3,295-45.1% | $5,072-64.4% | $3,358-46.2% |
| Admin fee / account holder | $4,308 | $4,073+5.8% | $8,859-51.4% | $3,203+34.5% |