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 | $60,230 | $57,065+5.5% | $75,670-20.4% | $70,131-14.1% |
| Participation rate | 38.1% | 68.1%-30.0pp | 72.3%-34.3pp | 69.5%-31.4pp |
| Annual return | 15.36% | 23.57%-8.2pp | 27.34%-12.0pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,933 | $2,580-25.1% | $3,142-38.5% | $3,332-42.0% |
| Admin fee / account holder | $2,130 | $3,825-44.3% | $5,800-63.3% | $4,645-54.1% |