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 | $45,510 | $72,277-37.0% | $101,248-55.1% | $79,858-43.0% |
| Participation rate | 42.9% | 68.5%-25.6pp | 75.8%-33.0pp | 69.6%-26.8pp |
| Annual return | 12.64% | 22.30%-9.7pp | 46.47%-33.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,261 | $2,692-53.1% | $3,660-65.5% | $2,471-49.0% |
| Participant deferral / active EE | $1,607 | $3,282-51.0% | $4,370-63.2% | $3,740-57.0% |
| Admin fee / account holder | $2,375 | $4,400-46.0% | $5,945-60.1% | $5,306-55.2% |