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 | $72,812 | $81,248-10.4% | $155,509-53.2% | $80,856-9.9% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 18.04% | 33.31%-15.3pp | 64.67%-46.6pp | 35.59%-17.6pp |
| Employer contribution / active EE | $488 | $3,100-84.3% | $4,672-89.6% | $2,755-82.3% |
| Participant deferral / active EE | $1,337 | $3,452-61.3% | $5,626-76.2% | $4,296-68.9% |
| Admin fee / account holder | $6,231 | $7,997-22.1% | $15,912-60.8% | $6,918-9.9% |