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 | $68,992 | $57,590+19.8% | $86,233-20.0% | $82,448-16.3% |
| Participation rate | 48.1% | 57.9%-9.7pp | 69.0%-20.9pp | 68.1%-19.9pp |
| Annual return | 16.48% | 22.41%-5.9pp | 61.39%-44.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,421 | $3,080+11.1% | $4,559-25.0% | $4,139-17.4% |
| Admin fee / account holder | $1,393 | $4,730-70.5% | $8,342-83.3% | $7,234-80.7% |