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 | $42,731 | $153,772-72.2% | $133,980-68.1% | $273,961-84.4% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.1%-29.9pp | 83.0%-25.9pp |
| Annual return | 7.90% | 36.51%-28.6pp | 29.30%-21.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,980 | $6,029-67.2% | $5,211-62.0% | $4,869-59.3% |
| Participant deferral / active EE | $3,605 | $6,958-48.2% | $6,282-42.6% | $5,287-31.8% |
| Admin fee / account holder | $496 | $11,765-95.8% | $9,324-94.7% | $10,132-95.1% |