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 | $54,689 | $109,413-50.0% | $156,263-65.0% | $84,808-35.5% |
| Participation rate | 47.6% | 72.7%-25.1pp | 78.9%-31.3pp | 68.3%-20.7pp |
| Annual return | 16.56% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,321 | $2,907-54.6% | $4,333-69.5% | $2,631-49.8% |
| Participant deferral / active EE | $3,039 | $4,590-33.8% | $6,158-50.7% | $4,212-27.8% |
| Admin fee / account holder | $6,743 | $9,357-27.9% | $14,255-52.7% | $7,344-8.2% |