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 | $56,209 | $109,881-48.8% | $150,045-62.5% | $84,808-33.7% |
| Participation rate | 65.4% | 76.1%-10.7pp | 82.3%-16.9pp | 68.3%-2.9pp |
| Annual return | 21.04% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,006 | $3,561-71.8% | $4,693-78.6% | $2,631-61.8% |
| Participant deferral / active EE | $3,303 | $6,636-50.2% | $7,997-58.7% | $4,212-21.6% |
| Admin fee / account holder | $415 | $8,568-95.2% | $13,435-96.9% | $7,344-94.3% |