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 | $46,981 | $91,552-48.7% | $133,956-64.9% | $79,858-41.2% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.6%-1.6pp |
| Annual return | 14.00% | 61.85%-47.8pp | 45.09%-31.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,808 | $2,384+17.8% | $3,919-28.3% | $2,471+13.6% |
| Participant deferral / active EE | $10,452 | $3,733+180.0% | $5,048+107.1% | $3,740+179.5% |
| Admin fee / account holder | $11,574 | $6,321+83.1% | $8,927+29.7% | $5,306+118.1% |