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 | $32,525 | $83,337-61.0% | $67,834-52.1% | $273,961-88.1% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | 11.91% | 259.45%-247.5pp | 138.47%-126.6pp | 41.45%-29.5pp |
| Employer contribution / active EE | $1,294 | $3,287-60.6% | $2,403-46.1% | $4,869-73.4% |
| Participant deferral / active EE | $1,611 | $4,088-60.6% | $3,160-49.0% | $5,287-69.5% |
| Admin fee / account holder | $1,086 | $6,752-83.9% | $4,622-76.5% | $10,132-89.3% |