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 | $77,559 | $56,897+36.3% | $84,750-8.5% | $62,891+23.3% |
| Participation rate | 57.1% | 68.5%-11.4pp | 76.6%-19.4pp | 69.3%-12.2pp |
| Annual return | 6.81% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.3pp |
| Employer contribution / active EE | $962 | $2,400-59.9% | $3,574-73.1% | $2,281-57.8% |
| Participant deferral / active EE | $1,780 | $2,709-34.3% | $3,712-52.1% | $3,203-44.4% |
| Admin fee / account holder | $1,319 | $3,581-63.2% | $5,332-75.3% | $4,296-69.3% |