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 | $55,158 | $69,977-21.2% | $108,579-49.2% | $62,891-12.3% |
| Participation rate | 62.8% | 72.9%-10.1pp | 79.6%-16.8pp | 69.3%-6.5pp |
| Annual return | 8.70% | 10.73%-2.0pp | -51.70%+60.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $975 | $2,135-54.3% | $3,758-74.0% | $2,281-57.2% |
| Participant deferral / active EE | $3,458 | $3,165+9.3% | $4,311-19.8% | $3,203+8.0% |
| Admin fee / account holder | $3,996 | $5,076-21.3% | $7,645-47.7% | $4,296-7.0% |