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 | $73,370 | $58,512+25.4% | $84,015-12.7% | $72,985+0.5% |
| Participation rate | 47.2% | 61.2%-14.1pp | 69.0%-21.8pp | 69.5%-22.3pp |
| Annual return | 19.22% | 28.93%-9.7pp | 71.31%-52.1pp | 81.00%-61.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,603 | $2,394-33.1% | $3,239-50.5% | $3,607-55.6% |
| Admin fee / account holder | $9,128 | $4,569+99.8% | $6,101+49.6% | $5,124+78.1% |