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 | $48,112 | $48,795-1.4% | $65,493-26.5% | $84,808-43.3% |
| Participation rate | 60.0% | 67.0%-7.0pp | 73.1%-13.1pp | 68.3%-8.3pp |
| Annual return | 14.61% | 20.20%-5.6pp | 982.45%-967.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,196 | $1,930-38.0% | $2,574-53.5% | $2,631-54.5% |
| Participant deferral / active EE | $1,942 | $2,928-33.7% | $3,961-51.0% | $4,212-53.9% |
| Admin fee / account holder | $6,137 | $3,877+58.3% | $5,028+22.1% | $7,344-16.4% |