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 | $27,471 | $51,576-46.7% | $129,207-78.7% | $80,856-66.0% |
| Participation rate | 48.6% | 57.0%-8.3pp | 69.6%-21.0pp | 67.6%-19.0pp |
| Annual return | 12.87% | 20.81%-7.9pp | 9417.33%-9404.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $853 | $1,584-46.2% | $4,153-79.5% | $2,755-69.0% |
| Participant deferral / active EE | $1,626 | $2,669-39.1% | $4,168-61.0% | $4,296-62.2% |
| Admin fee / account holder | $1,655 | $4,305-61.6% | $7,715-78.5% | $6,918-76.1% |