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 | $52,147 | $93,071-44.0% | $74,583-30.1% | $273,961-81.0% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 6.44% | 26.18%-19.7pp | 20.47%-14.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $811 | $3,160-74.3% | $2,525-67.9% | $4,869-83.3% |
| Participant deferral / active EE | $1,690 | $4,160-59.4% | $3,458-51.1% | $5,287-68.0% |
| Admin fee / account holder | $4,246 | $5,272-19.5% | $4,138+2.6% | $10,132-58.1% |