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 | $43,570 | $56,054-22.3% | $171,082-74.5% | $62,891-30.7% |
| Participation rate | 58.3% | 62.9%-4.5pp | 76.7%-18.4pp | 69.3%-11.0pp |
| Annual return | 10.63% | 22.52%-11.9pp | 32.56%-21.9pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,254 | $1,731-27.6% | $4,002-68.7% | $2,281-45.0% |
| Participant deferral / active EE | $2,189 | $3,158-30.7% | $4,797-54.4% | $3,203-31.7% |
| Admin fee / account holder | $1,536 | $3,647-57.9% | $8,520-82.0% | $4,296-64.2% |