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 | $40,899 | $91,190-55.1% | $178,490-77.1% | $79,858-48.8% |
| Participation rate | 34.2% | 69.2%-35.0pp | 81.9%-47.7pp | 69.6%-35.4pp |
| Annual return | 12.63% | 24.19%-11.6pp | 151.07%-138.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $969 | $3,256-70.2% | $5,011-80.7% | $2,471-60.8% |
| Participant deferral / active EE | $1,752 | $3,236-45.8% | $5,202-66.3% | $3,740-53.1% |
| Admin fee / account holder | $1,597 | $6,751-76.3% | $13,984-88.6% | $5,306-69.9% |