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 | $37,787 | $51,576-26.7% | $129,207-70.8% | $80,856-53.3% |
| Participation rate | 41.9% | 57.0%-15.1pp | 69.6%-27.8pp | 67.6%-25.8pp |
| Annual return | 15.25% | 20.81%-5.6pp | 9417.33%-9402.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $781 | $1,584-50.7% | $4,153-81.2% | $2,755-71.6% |
| Participant deferral / active EE | $2,026 | $2,669-24.1% | $4,168-51.4% | $4,296-52.8% |
| Admin fee / account holder | $10,979 | $4,305+155.0% | $7,715+42.3% | $6,918+58.7% |