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 | $43,848 | $80,717-45.7% | $154,803-71.7% | $84,808-48.3% |
| Participation rate | 50.5% | 66.8%-16.3pp | 78.1%-27.5pp | 68.3%-17.8pp |
| Annual return | 14.72% | 37.96%-23.2pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $907 | $2,761-67.2% | $4,305-78.9% | $2,631-65.5% |
| Participant deferral / active EE | $2,238 | $3,303-32.3% | $5,540-59.6% | $4,212-46.9% |
| Admin fee / account holder | $5,843 | $6,746-13.4% | $14,329-59.2% | $7,344-20.4% |