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 | $59,326 | $93,071-36.3% | $74,583-20.5% | $273,961-78.3% |
| Participation rate | 47.8% | 74.9%-27.1pp | 68.1%-20.3pp | 83.0%-35.2pp |
| Annual return | 6.71% | 26.18%-19.5pp | 20.47%-13.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,833 | $3,160-42.0% | $2,525-27.4% | $4,869-62.3% |
| Participant deferral / active EE | $2,451 | $4,160-41.1% | $3,458-29.1% | $5,287-53.6% |
| Admin fee / account holder | $791 | $5,272-85.0% | $4,138-80.9% | $10,132-92.2% |