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 | $38,645 | $78,672-50.9% | $109,143-64.6% | $85,850-55.0% |
| Participation rate | 63.0% | 68.3%-5.3pp | 75.9%-12.9pp | 69.3%-6.4pp |
| Annual return | 11.46% | 25.09%-13.6pp | 25.75%-14.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $2,556 | $2,735-6.5% | $3,722-31.3% | $2,565-0.3% |
| Participant deferral / active EE | $3,706 | $3,467+6.9% | $4,653-20.3% | $3,952-6.2% |
| Admin fee / account holder | $4,158 | $5,469-24.0% | $6,752-38.4% | $6,260-33.6% |