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 | $23,953 | $84,233-71.6% | $170,442-85.9% | $70,131-65.8% |
| Participation rate | 62.8% | 70.8%-8.0pp | 83.6%-20.8pp | 69.5%-6.8pp |
| Annual return | 14.20% | 23.06%-8.9pp | 205.93%-191.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,153 | $3,387-66.0% | $5,433-78.8% | $2,342-50.8% |
| Participant deferral / active EE | $2,358 | $3,086-23.6% | $4,939-52.3% | $3,332-29.2% |
| Admin fee / account holder | $2,082 | $5,698-63.5% | $13,880-85.0% | $4,645-55.2% |