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 | $43,362 | $44,960-3.6% | $84,966-49.0% | $74,495-41.8% |
| Participation rate | 43.6% | 49.4%-5.8pp | 67.5%-23.9pp | 67.2%-23.6pp |
| Annual return | 17.64% | 26.24%-8.6pp | 66.38%-48.7pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,082 | $1,457-25.8% | $2,727-60.3% | $2,623-58.8% |
| Participant deferral / active EE | $2,885 | $2,731+5.6% | $4,519-36.2% | $4,346-33.6% |
| Admin fee / account holder | $1,521 | $2,209-31.1% | $6,149-75.3% | $1,942-21.7% |