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 | $70,691 | $107,452-34.2% | $91,541-22.8% | $142,382-50.4% |
| Participation rate | 54.5% | 75.1%-20.5pp | 69.8%-15.2pp | 80.1%-25.6pp |
| Annual return | 15.87% | 22.06%-6.2pp | 20.50%-4.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $520 | $2,994-82.6% | $2,505-79.2% | $4,299-87.9% |
| Participant deferral / active EE | $2,033 | $4,754-57.2% | $4,008-49.3% | $6,507-68.8% |
| Admin fee / account holder | $5,090 | $8,834-42.4% | $6,956-26.8% | $12,624-59.7% |