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 | $45,487 | $47,848-4.9% | $81,478-44.2% | $70,131-35.1% |
| Participation rate | 46.9% | 58.3%-11.4pp | 68.0%-21.1pp | 69.5%-22.7pp |
| Annual return | 16.13% | 27.25%-11.1pp | 38.78%-22.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $770 | $1,527-49.6% | $2,568-70.0% | $2,342-67.1% |
| Participant deferral / active EE | $1,762 | $2,453-28.2% | $3,537-50.2% | $3,332-47.1% |
| Admin fee / account holder | $347 | $3,145-89.0% | $4,561-92.4% | $4,645-92.5% |