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 | $81,782 | $181,894-55.0% | $156,549-47.8% | $273,961-70.1% |
| Participation rate | 63.6% | 88.4%-24.7pp | 84.0%-20.4pp | 83.0%-19.4pp |
| Annual return | 7.93% | 30.74%-22.8pp | 32.23%-24.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,948 | $6,248-68.8% | $5,501-64.6% | $4,869-60.0% |
| Participant deferral / active EE | $4,364 | $5,550-21.4% | $4,871-10.4% | $5,287-17.5% |
| Admin fee / account holder | $408 | $15,559-97.4% | $13,027-96.9% | $10,132-96.0% |