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 | $48,607 | $79,449-38.8% | $189,557-74.4% | $85,850-43.4% |
| Participation rate | 36.5% | 66.0%-29.4pp | 78.4%-41.9pp | 69.3%-32.8pp |
| Annual return | 13.90% | 18.45%-4.5pp | 64.17%-50.3pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,076 | $2,081-48.3% | $4,412-75.6% | $2,565-58.0% |
| Participant deferral / active EE | $1,968 | $4,051-51.4% | $6,174-68.1% | $3,952-50.2% |
| Admin fee / account holder | $5,004 | $5,377-6.9% | $9,807-49.0% | $6,260-20.1% |