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 | $73,272 | $93,346-21.5% | $71,796+2.1% | $273,961-73.3% |
| Participation rate | 52.6% | 76.5%-23.9pp | 69.1%-16.5pp | 83.0%-30.4pp |
| Annual return | 8.41% | 130.39%-122.0pp | 78.04%-69.6pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,053 | $2,733-61.5% | $1,924-45.3% | $4,869-78.4% |
| Participant deferral / active EE | $3,533 | $3,475+1.7% | $2,794+26.4% | $5,287-33.2% |
| Admin fee / account holder | $3,353 | $6,571-49.0% | $4,815-30.4% | $10,132-66.9% |