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 | $47,580 | $102,966-53.8% | $90,281-47.3% | $152,861-68.9% |
| Participation rate | 52.6% | 75.9%-23.2pp | 73.3%-20.6pp | 82.4%-29.8pp |
| Annual return | 16.41% | 95.16%-78.7pp | 78.10%-61.7pp | 345.32%-328.9pp |
| Employer contribution / active EE | $397 | $3,139-87.3% | $2,854-86.1% | $4,762-91.7% |
| Participant deferral / active EE | $1,290 | $4,281-69.9% | $3,885-66.8% | $5,850-78.0% |
| Admin fee / account holder | $2,683 | $6,171-56.5% | $5,351-49.9% | $11,596-76.9% |