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 | $55,294 | $77,899-29.0% | $149,673-63.1% | $75,163-26.4% |
| Participation rate | 32.4% | 65.6%-33.1pp | 78.8%-46.3pp | 67.2%-34.8pp |
| Annual return | 23.76% | 31.72%-8.0pp | 134.42%-110.7pp | 160.62%-136.9pp |
| Employer contribution / active EE | $645 | $3,137-79.4% | $4,818-86.6% | $2,670-75.8% |
| Participant deferral / active EE | $1,036 | $3,411-69.6% | $5,680-81.8% | $4,125-74.9% |
| Admin fee / account holder | $514 | $5,956-91.4% | $13,210-96.1% | $5,651-90.9% |