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 | $53,737 | $112,881-52.4% | $90,951-40.9% | $158,922-66.2% |
| Participation rate | 34.8% | 74.7%-39.9pp | 69.0%-34.2pp | 82.0%-47.2pp |
| Annual return | 12.98% | 215.79%-202.8pp | 134.60%-121.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $542 | $2,893-81.3% | $2,122-74.5% | $4,761-88.6% |
| Participant deferral / active EE | $1,638 | $4,128-60.3% | $3,373-51.4% | $5,982-72.6% |
| Admin fee / account holder | $17,271 | $8,041+114.8% | $5,959+189.9% | $11,246+53.6% |