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 | $55,277 | $84,233-34.4% | $170,442-67.6% | $70,131-21.2% |
| Participation rate | 25.0% | 70.8%-45.8pp | 83.6%-58.6pp | 69.5%-44.5pp |
| Annual return | 15.59% | 23.06%-7.5pp | 205.93%-190.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $613 | $3,387-81.9% | $5,433-88.7% | $2,342-73.8% |
| Participant deferral / active EE | $1,194 | $3,086-61.3% | $4,939-75.8% | $3,332-64.2% |
| Admin fee / account holder | $5,788 | $5,698+1.6% | $13,880-58.3% | $4,645+24.6% |