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 | $37,050 | $65,365-43.3% | $92,893-60.1% | $72,985-49.2% |
| Participation rate | 40.7% | 68.3%-27.6pp | 76.0%-35.3pp | 69.5%-28.7pp |
| Annual return | 17.57% | 42.10%-24.5pp | 109.41%-91.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,418 | $2,594-45.4% | $3,653-61.2% | $2,440-41.9% |
| Participant deferral / active EE | $3,105 | $3,128-0.8% | $4,236-26.7% | $3,607-13.9% |
| Admin fee / account holder | $2,816 | $4,251-33.8% | $5,794-51.4% | $5,124-45.1% |