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 | $77,710 | $55,706+39.5% | $75,886+2.4% | $72,985+6.5% |
| Participation rate | 35.5% | 61.1%-25.6pp | 69.3%-33.8pp | 69.5%-34.0pp |
| Annual return | 19.15% | 27.59%-8.4pp | 30.76%-11.6pp | 81.00%-61.9pp |
| Employer contribution / active EE | $851 | $1,687-49.6% | $2,500-66.0% | $2,440-65.1% |
| Participant deferral / active EE | $2,299 | $2,634-12.7% | $3,603-36.2% | $3,607-36.3% |
| Admin fee / account holder | $1,532 | $3,978-61.5% | $5,418-71.7% | $5,124-70.1% |