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 | $47,522 | $81,233-41.5% | $155,567-69.5% | $80,874-41.2% |
| Participation rate | 29.7% | 66.2%-36.5pp | 78.2%-48.5pp | 67.6%-37.9pp |
| Annual return | 14.24% | 33.33%-19.1pp | 64.74%-50.5pp | 35.62%-21.4pp |
| Employer contribution / active EE | $734 | $3,101-76.3% | $4,674-84.3% | $2,756-73.4% |
| Participant deferral / active EE | $1,467 | $3,452-57.5% | $5,628-73.9% | $4,297-65.9% |
| Admin fee / account holder | $2,399 | $7,998-70.0% | $15,916-84.9% | $6,935-65.4% |