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 | $46,763 | $48,076-2.7% | $78,689-40.6% | $62,891-25.6% |
| Participation rate | 59.7% | 65.2%-5.5pp | 73.6%-13.9pp | 69.3%-9.6pp |
| Annual return | 8.14% | 31.35%-23.2pp | 62.18%-54.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $231 | $2,015-88.5% | $2,851-91.9% | $2,281-89.9% |
| Participant deferral / active EE | $2,695 | $2,588+4.1% | $3,517-23.4% | $3,203-15.9% |
| Admin fee / account holder | $10,181 | $3,207+217.4% | $4,510+125.7% | $4,296+137.0% |