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 | $31,439 | $77,899-59.6% | $149,673-79.0% | $75,163-58.2% |
| Participation rate | 49.1% | 65.6%-16.5pp | 78.8%-29.7pp | 67.2%-18.1pp |
| Annual return | 17.12% | 31.72%-14.6pp | 134.42%-117.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $887 | $3,137-71.7% | $4,818-81.6% | $2,670-66.8% |
| Participant deferral / active EE | $2,450 | $3,411-28.2% | $5,680-56.9% | $4,125-40.6% |
| Admin fee / account holder | $1,726 | $5,956-71.0% | $13,210-86.9% | $5,651-69.5% |