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 | $41,270 | $35,183+17.3% | $73,545-43.9% | $70,131-41.2% |
| Participation rate | 54.1% | 42.9%+11.2pp | 54.9%-0.8pp | 69.5%-15.4pp |
| Annual return | 17.90% | 26.90%-9.0pp | -15.16%+33.1pp | 73.14%-55.2pp |
| Employer contribution / active EE | $129 | $709-81.8% | $1,219-89.4% | $2,342-94.5% |
| Participant deferral / active EE | $1,456 | $1,220+19.3% | $1,806-19.4% | $3,332-56.3% |
| Admin fee / account holder | $368 | $2,302-84.0% | $2,320-84.1% | $4,645-92.1% |