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 | $46,415 | $91,190-49.1% | $178,490-74.0% | $79,858-41.9% |
| Participation rate | 52.6% | 69.2%-16.6pp | 81.9%-29.3pp | 69.6%-17.0pp |
| Annual return | 16.55% | 24.19%-7.6pp | 151.07%-134.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,085 | $3,256-66.7% | $5,011-78.3% | $2,471-56.1% |
| Participant deferral / active EE | $2,171 | $3,236-32.9% | $5,202-58.3% | $3,740-42.0% |
| Admin fee / account holder | $1,586 | $6,751-76.5% | $13,984-88.7% | $5,306-70.1% |