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 | $52,007 | $68,547-24.1% | $120,354-56.8% | $80,856-35.7% |
| Participation rate | 69.4% | 61.6%+7.8pp | 71.9%-2.5pp | 67.6%+1.7pp |
| Annual return | 11.96% | 23.60%-11.6pp | 107.15%-95.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $791 | $2,051-61.4% | $3,463-77.1% | $2,755-71.3% |
| Participant deferral / active EE | $3,845 | $3,173+21.1% | $4,991-23.0% | $4,296-10.5% |
| Admin fee / account holder | $3,451 | $5,732-39.8% | $9,423-63.4% | $6,918-50.1% |