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 | $99,391 | $58,851+68.9% | $115,157-13.7% | $72,985+36.2% |
| Participation rate | 30.8% | 65.5%-34.8pp | 75.9%-45.1pp | 69.5%-38.7pp |
| Annual return | 18.11% | 23.16%-5.1pp | 35.60%-17.5pp | 81.00%-62.9pp |
| Employer contribution / active EE | $579 | $1,798-67.8% | $3,179-81.8% | $2,440-76.3% |
| Participant deferral / active EE | $1,326 | $2,643-49.8% | $4,168-68.2% | $3,607-63.3% |
| Admin fee / account holder | $6,597 | $6,370+3.6% | $7,088-6.9% | $5,124+28.7% |