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 | $54,948 | $84,233-34.8% | $170,442-67.8% | $70,131-21.6% |
| Participation rate | 32.1% | 70.8%-38.7pp | 83.6%-51.5pp | 69.5%-37.4pp |
| Annual return | 14.38% | 23.06%-8.7pp | 205.93%-191.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,690 | $3,387-50.1% | $5,433-68.9% | $2,342-27.9% |
| Participant deferral / active EE | $3,224 | $3,086+4.5% | $4,939-34.7% | $3,332-3.2% |
| Admin fee / account holder | $6,703 | $5,698+17.6% | $13,880-51.7% | $4,645+44.3% |