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 | $53,303 | $55,706-4.3% | $75,886-29.8% | $72,985-27.0% |
| Participation rate | 54.4% | 61.1%-6.7pp | 69.3%-14.9pp | 69.5%-15.1pp |
| Annual return | 19.01% | 27.59%-8.6pp | 30.76%-11.7pp | 81.00%-62.0pp |
| Employer contribution / active EE | $618 | $1,687-63.3% | $2,500-75.3% | $2,440-74.7% |
| Participant deferral / active EE | $1,571 | $2,634-40.3% | $3,603-56.4% | $3,607-56.4% |
| Admin fee / account holder | $1,020 | $3,978-74.4% | $5,418-81.2% | $5,124-80.1% |