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 | $41,994 | $84,233-50.1% | $170,442-75.4% | $70,131-40.1% |
| Participation rate | 53.7% | 70.8%-17.1pp | 83.6%-29.9pp | 69.5%-15.8pp |
| Annual return | 20.34% | 23.06%-2.7pp | 205.93%-185.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,439 | $3,387-57.5% | $5,433-73.5% | $2,342-38.5% |
| Participant deferral / active EE | $5,887 | $3,086+90.8% | $4,939+19.2% | $3,332+76.7% |
| Admin fee / account holder | $7,548 | $5,698+32.5% | $13,880-45.6% | $4,645+62.5% |