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 | $81,654 | $136,307-40.1% | $106,619-23.4% | $273,961-70.2% |
| Participation rate | 66.7% | 84.8%-18.1pp | 78.0%-11.3pp | 83.0%-16.3pp |
| Annual return | 4.92% | 11.05%-6.1pp | 9.42%-4.5pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,722 | $5,190-66.8% | $3,947-56.4% | $4,869-64.6% |
| Participant deferral / active EE | $3,530 | $4,969-29.0% | $3,930-10.2% | $5,287-33.2% |
| Admin fee / account holder | $1,117 | $8,625-87.1% | $6,418-82.6% | $10,132-89.0% |