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 | $24,059 | $61,272-60.7% | $149,673-83.9% | $71,457-66.3% |
| Participation rate | 44.2% | 62.5%-18.3pp | 78.8%-34.5pp | 67.9%-23.7pp |
| Annual return | 23.66% | 35.85%-12.2pp | 134.42%-110.8pp | 28.85%-5.2pp |
| Employer contribution / active EE | $1,822 | $2,378-23.4% | $4,818-62.2% | $2,588-29.6% |
| Participant deferral / active EE | $3,261 | $2,917+11.8% | $5,680-42.6% | $4,289-24.0% |
| Admin fee / account holder | $11,973 | $1,261+849.2% | $13,210-9.4% | $1,587+654.3% |