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 | $44,288 | $103,966-57.4% | $112,887-60.8% | $75,163-41.1% |
| Participation rate | 56.8% | 75.7%-18.9pp | 80.5%-23.7pp | 67.2%-10.4pp |
| Annual return | 14.51% | 24.54%-10.0pp | 34.10%-19.6pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,287 | $3,870-66.7% | $4,563-71.8% | $2,670-51.8% |
| Participant deferral / active EE | $2,387 | $5,456-56.3% | $6,513-63.4% | $4,125-42.1% |
| Admin fee / account holder | $823 | $7,663-89.3% | $7,047-88.3% | $5,651-85.4% |