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 | $49,213 | $80,717-39.0% | $154,803-68.2% | $84,808-42.0% |
| Participation rate | 48.3% | 66.8%-18.5pp | 78.1%-29.8pp | 68.3%-20.0pp |
| Annual return | 14.84% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $788 | $2,761-71.5% | $4,305-81.7% | $2,631-70.1% |
| Participant deferral / active EE | $2,676 | $3,303-19.0% | $5,540-51.7% | $4,212-36.5% |
| Admin fee / account holder | $930 | $6,746-86.2% | $14,329-93.5% | $7,344-87.3% |