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 | $52,679 | $81,460-35.3% | $103,333-49.0% | $80,856-34.8% |
| Participation rate | 55.7% | 66.8%-11.1pp | 74.5%-18.8pp | 67.6%-11.9pp |
| Annual return | 14.87% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,430 | $3,105-21.7% | $3,868-37.2% | $2,755-11.8% |
| Participant deferral / active EE | $3,868 | $3,8690% | $5,057-23.5% | $4,296-10.0% |
| Admin fee / account holder | $2,676 | $6,566-59.2% | $8,355-68.0% | $6,918-61.3% |