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 | $55,479 | $57,016-2.7% | $84,966-34.7% | $80,856-31.4% |
| Participation rate | 42.4% | 56.3%-14.0pp | 67.5%-25.1pp | 67.6%-25.2pp |
| Annual return | 15.11% | 21.66%-6.6pp | 66.38%-51.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $696 | $1,798-61.3% | $2,727-74.5% | $2,755-74.8% |
| Participant deferral / active EE | $3,264 | $3,110+5.0% | $4,519-27.8% | $4,296-24.0% |
| Admin fee / account holder | $2,457 | $4,980-50.7% | $6,149-60.0% | $6,918-64.5% |