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 | $37,851 | $84,233-55.1% | $170,442-77.8% | $70,131-46.0% |
| Participation rate | 50.8% | 70.8%-20.0pp | 83.6%-32.8pp | 69.5%-18.7pp |
| Annual return | 12.58% | 23.06%-10.5pp | 205.93%-193.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $768 | $3,387-77.3% | $5,433-85.9% | $2,342-67.2% |
| Participant deferral / active EE | $1,050 | $3,086-66.0% | $4,939-78.7% | $3,332-68.5% |
| Admin fee / account holder | $858 | $5,698-84.9% | $13,880-93.8% | $4,645-81.5% |