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 | $30,056 | $73,787-59.3% | $98,716-69.6% | $82,448-63.5% |
| Participation rate | 58.6% | 61.4%-2.8pp | 69.3%-10.7pp | 68.1%-9.4pp |
| Annual return | 21.92% | 18.57%+3.4pp | 31.81%-9.9pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,077 | $1,511-28.7% | $2,279-52.7% | $2,551-57.8% |
| Participant deferral / active EE | $2,774 | $3,081-10.0% | $4,048-31.5% | $4,139-33.0% |
| Admin fee / account holder | $1,626 | $6,500-75.0% | $8,703-81.3% | $7,234-77.5% |