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 | $31,429 | $78,422-59.9% | $95,952-67.2% | $79,858-60.6% |
| Participation rate | 60.0% | 73.5%-13.5pp | 77.1%-17.1pp | 69.6%-9.6pp |
| Annual return | 18.10% | 19.37%-1.3pp | 91.61%-73.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $788 | $1,945-59.5% | $2,541-69.0% | $2,471-68.1% |
| Participant deferral / active EE | $2,020 | $3,440-41.3% | $4,167-51.5% | $3,740-46.0% |
| Admin fee / account holder | $1,217 | $5,622-78.3% | $6,795-82.1% | $5,306-77.1% |