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 | $60,820 | $87,540-30.5% | $75,781-19.7% | $125,391-51.5% |
| Participation rate | 37.5% | 80.2%-42.7pp | 75.8%-38.3pp | 83.2%-45.7pp |
| Annual return | 0.52% | 13.48%-13.0pp | 9.68%-9.2pp | 282.22%-281.7pp |
| Employer contribution / active EE | $625 | $3,930-84.1% | $3,323-81.2% | $4,866-87.2% |
| Participant deferral / active EE | $2,788 | $4,229-34.1% | $3,651-23.7% | $5,352-47.9% |
| Admin fee / account holder | $1,375 | $6,502-78.9% | $5,299-74.1% | $9,540-85.6% |