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 | $26,325 | $76,367-65.5% | $93,606-71.9% | $72,985-63.9% |
| Participation rate | 33.3% | 71.7%-38.4pp | 75.8%-42.5pp | 69.5%-36.2pp |
| Annual return | 22.70% | 25.82%-3.1pp | 32.76%-10.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $757 | $2,275-66.7% | $2,718-72.2% | $2,440-69.0% |
| Participant deferral / active EE | $1,996 | $3,538-43.6% | $4,069-50.9% | $3,607-44.7% |
| Admin fee / account holder | $540 | $6,838-92.1% | $7,888-93.2% | $5,124-89.5% |