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 | $37,803 | $77,899-51.5% | $149,673-74.7% | $75,163-49.7% |
| Participation rate | 51.7% | 65.6%-13.9pp | 78.8%-27.0pp | 67.2%-15.5pp |
| Annual return | 16.67% | 31.72%-15.0pp | 134.42%-117.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,804 | $3,137-42.5% | $4,818-62.6% | $2,670-32.4% |
| Participant deferral / active EE | $3,363 | $3,411-1.4% | $5,680-40.8% | $4,125-18.5% |
| Admin fee / account holder | $1,836 | $5,956-69.2% | $13,210-86.1% | $5,651-67.5% |