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 | $49,106 | $81,460-39.7% | $103,333-52.5% | $80,856-39.3% |
| Participation rate | 69.0% | 66.8%+2.2pp | 74.5%-5.5pp | 67.6%+1.4pp |
| Annual return | 13.35% | 25.55%-12.2pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,465 | $3,105-20.6% | $3,868-36.3% | $2,755-10.5% |
| Participant deferral / active EE | $4,735 | $3,869+22.4% | $5,057-6.4% | $4,296+10.2% |
| Admin fee / account holder | $21,062 | $6,566+220.8% | $8,355+152.1% | $6,918+204.5% |