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 5-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 | $88,273 | $127,065-30.5% | $113,168-22.0% | $142,382-38.0% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 14.40% | 24.03%-9.6pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,266 | $3,442-63.2% | $2,975-57.5% | $4,299-70.6% |
| Participant deferral / active EE | $3,124 | $5,716-45.4% | $5,107-38.8% | $6,507-52.0% |
| Admin fee / account holder | $27,309 | $15,736+73.5% | $12,068+126.3% | $12,624+116.3% |