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 | $43,927 | $32,037+37.1% | $69,182-36.5% | $62,891-30.2% |
| Participation rate | 10.7% | 43.4%-32.7pp | 55.1%-44.4pp | 69.3%-58.6pp |
| Annual return | 9.96% | 15.16%-5.2pp | -21.93%+31.9pp | 20.14%-10.2pp |
| Employer contribution / active EE | $735 | $679+8.2% | $1,206-39.1% | $2,281-67.8% |
| Participant deferral / active EE | $1,360 | $1,185+14.7% | $1,897-28.3% | $3,203-57.5% |
| Admin fee / account holder | $974 | $2,608-62.7% | $2,697-63.9% | $4,296-77.3% |