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 | $43,550 | $86,891-49.9% | $142,449-69.4% | $75,163-42.1% |
| Participation rate | 42.9% | 68.5%-25.7pp | 76.8%-33.9pp | 67.2%-24.3pp |
| Annual return | 15.44% | 23.31%-7.9pp | 19.99%-4.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,146 | $3,355-65.8% | $4,847-76.4% | $2,670-57.1% |
| Participant deferral / active EE | $2,646 | $4,938-46.4% | $6,283-57.9% | $4,125-35.9% |
| Admin fee / account holder | $2,290 | $7,299-68.6% | $10,011-77.1% | $5,651-59.5% |