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 5-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 | $47,931 | $107,452-55.4% | $91,541-47.6% | $142,382-66.3% |
| Participation rate | 63.6% | 75.1%-11.4pp | 69.8%-6.1pp | 80.1%-16.5pp |
| Annual return | 22.48% | 22.06%+0.4pp | 20.50%+2.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,759 | $2,994-41.3% | $2,505-29.8% | $4,299-59.1% |
| Participant deferral / active EE | $7,236 | $4,754+52.2% | $4,008+80.5% | $6,507+11.2% |
| Admin fee / account holder | $520 | $8,834-94.1% | $6,956-92.5% | $12,624-95.9% |