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 | $57,191 | $181,894-68.6% | $156,549-63.5% | $273,961-79.1% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 13.50% | 30.74%-17.2pp | 32.23%-18.7pp | 41.45%-28.0pp |
| Employer contribution / active EE | $3,420 | $6,248-45.3% | $5,501-37.8% | $4,869-29.7% |
| Participant deferral / active EE | $4,505 | $5,550-18.8% | $4,871-7.5% | $5,287-14.8% |
| Admin fee / account holder | $606 | $15,559-96.1% | $13,027-95.4% | $10,132-94.0% |