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 | $48,251 | $77,896-38.1% | $134,172-64.0% | $82,448-41.5% |
| Participation rate | 38.7% | 62.8%-24.1pp | 72.5%-33.8pp | 68.1%-29.4pp |
| Annual return | 13.25% | 18.21%-5.0pp | 25.30%-12.0pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,032 | $2,159-52.2% | $3,420-69.8% | $2,551-59.6% |
| Participant deferral / active EE | $3,151 | $3,162-0.3% | $4,690-32.8% | $4,139-23.9% |
| Admin fee / account holder | $1,714 | $6,336-73.0% | $12,016-85.7% | $7,234-76.3% |