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 | $44,763 | $46,553-3.8% | $64,056-30.1% | $75,163-40.4% |
| Participation rate | 63.5% | 65.9%-2.4pp | 72.3%-8.8pp | 67.2%-3.7pp |
| Annual return | 13.90% | 26.03%-12.1pp | 33.69%-19.8pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,731 | $1,974-12.3% | $2,747-37.0% | $2,670-35.2% |
| Participant deferral / active EE | $2,706 | $2,837-4.6% | $3,880-30.3% | $4,125-34.4% |
| Admin fee / account holder | $3,497 | $2,952+18.4% | $3,068+14.0% | $5,651-38.1% |