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 | $27,015 | $84,233-67.9% | $170,442-84.1% | $70,131-61.5% |
| Participation rate | 57.8% | 70.8%-13.1pp | 83.6%-25.8pp | 69.5%-11.8pp |
| Annual return | 14.11% | 23.06%-8.9pp | 205.93%-191.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $814 | $3,387-76.0% | $5,433-85.0% | $2,342-65.3% |
| Participant deferral / active EE | $1,529 | $3,086-50.5% | $4,939-69.1% | $3,332-54.1% |
| Admin fee / account holder | $4,232 | $5,698-25.7% | $13,880-69.5% | $4,645-8.9% |