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 | $62,968 | $66,813-5.8% | $100,516-37.4% | $73,488-14.3% |
| Participation rate | 68.2% | 77.5%-9.2pp | 79.4%-11.2pp | 70.7%-2.5pp |
| Annual return | 17.05% | 25.70%-8.7pp | 30.89%-13.8pp | 28.51%-11.5pp |
| Employer contribution / active EE | $1,282 | $2,147-40.3% | $3,418-62.5% | $2,270-43.5% |
| Participant deferral / active EE | $4,105 | $5,883-30.2% | $6,270-34.5% | $3,740+9.8% |
| Admin fee / account holder | $842 | $512+64.5% | $8,081-89.6% | $513+64.2% |