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 | $48,203 | $81,248-40.7% | $155,509-69.0% | $80,856-40.4% |
| Participation rate | 49.1% | 66.2%-17.1pp | 78.2%-29.1pp | 67.6%-18.5pp |
| Annual return | 14.05% | 33.31%-19.3pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,535 | $3,100-18.2% | $4,672-45.7% | $2,755-8.0% |
| Participant deferral / active EE | $4,215 | $3,452+22.1% | $5,626-25.1% | $4,296-1.9% |
| Admin fee / account holder | $1,792 | $7,997-77.6% | $15,912-88.7% | $6,918-74.1% |