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 | $53,477 | $87,013-38.5% | $106,213-49.7% | $80,856-33.9% |
| Participation rate | 54.1% | 70.4%-16.4pp | 75.3%-21.2pp | 67.6%-13.6pp |
| Annual return | 10.67% | 17.05%-6.4pp | 116.14%-105.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,579 | $2,395-34.1% | $3,171-50.2% | $2,755-42.7% |
| Participant deferral / active EE | $4,227 | $3,986+6.0% | $5,016-15.7% | $4,296-1.6% |
| Admin fee / account holder | $4,013 | $8,431-52.4% | $11,033-63.6% | $6,918-42.0% |