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 | $30,880 | $48,076-35.8% | $78,689-60.8% | $62,891-50.9% |
| Participation rate | 45.9% | 65.2%-19.3pp | 73.6%-27.6pp | 69.3%-23.4pp |
| Annual return | 6.07% | 31.35%-25.3pp | 62.18%-56.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,117 | $2,015-44.6% | $2,851-60.8% | $2,281-51.0% |
| Participant deferral / active EE | $2,556 | $2,588-1.2% | $3,517-27.3% | $3,203-20.2% |
| Admin fee / account holder | $1,548 | $3,207-51.7% | $4,510-65.7% | $4,296-64.0% |