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 | $44,747 | $90,503-50.6% | $78,689-43.1% | $273,961-83.7% |
| Participation rate | 28.6% | 76.5%-47.9pp | 73.6%-45.0pp | 83.0%-54.4pp |
| Annual return | 3.56% | 75.60%-72.0pp | 62.18%-58.6pp | 41.45%-37.9pp |
| Employer contribution / active EE | $423 | $3,176-86.7% | $2,851-85.1% | $4,869-91.3% |
| Participant deferral / active EE | $3,135 | $3,901-19.6% | $3,517-10.8% | $5,287-40.7% |
| Admin fee / account holder | $1,462 | $5,263-72.2% | $4,510-67.6% | $10,132-85.6% |