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 | $30,267 | $49,915-39.4% | $154,803-80.4% | $74,304-59.3% |
| Participation rate | 42.4% | 54.0%-11.5pp | 78.1%-35.6pp | 60.3%-17.9pp |
| Annual return | 22.29% | 34.06%-11.8pp | 58.88%-36.6pp | 29.43%-7.1pp |
| Employer contribution / active EE | $785 | $1,611-51.3% | $4,305-81.8% | $2,241-65.0% |
| Participant deferral / active EE | $1,259 | $2,255-44.2% | $5,540-77.3% | $3,767-66.6% |
| Admin fee / account holder | $1,655 | $2,189-24.4% | $14,329-88.4% | $2,969-44.2% |