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 | $50,364 | $77,899-35.3% | $149,673-66.4% | $75,163-33.0% |
| Participation rate | 25.5% | 65.6%-40.1pp | 78.8%-53.3pp | 67.2%-41.7pp |
| Annual return | 14.66% | 31.72%-17.1pp | 134.42%-119.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $843 | $3,137-73.1% | $4,818-82.5% | $2,670-68.4% |
| Participant deferral / active EE | $2,661 | $3,411-22.0% | $5,680-53.2% | $4,125-35.5% |
| Admin fee / account holder | $1,333 | $5,956-77.6% | $13,210-89.9% | $5,651-76.4% |