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 | $45,529 | $51,576-11.7% | $129,207-64.8% | $80,856-43.7% |
| Participation rate | 62.1% | 57.0%+5.1pp | 69.6%-7.5pp | 67.6%-5.6pp |
| Annual return | 37.57% | 20.81%+16.8pp | 9417.33%-9379.8pp | 35.59%+2.0pp |
| Employer contribution / active EE | $756 | $1,584-52.3% | $4,153-81.8% | $2,755-72.6% |
| Participant deferral / active EE | $1,846 | $2,669-30.8% | $4,168-55.7% | $4,296-57.0% |
| Admin fee / account holder | $1,172 | $4,305-72.8% | $7,715-84.8% | $6,918-83.1% |