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 | $80,652 | $66,098+22.0% | $101,794-20.8% | $74,304+8.5% |
| Participation rate | 51.4% | 53.8%-2.4pp | 69.2%-17.8pp | 60.3%-9.0pp |
| Annual return | 13.82% | 19.59%-5.8pp | 30.53%-16.7pp | 29.43%-15.6pp |
| Employer contribution / active EE | $644 | $1,082-40.5% | $2,289-71.9% | $2,241-71.3% |
| Participant deferral / active EE | $3,387 | $2,781+21.8% | $4,084-17.1% | $3,767-10.1% |
| Admin fee / account holder | $2,076 | $4,146-49.9% | $8,777-76.3% | $2,969-30.1% |