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 | $50,930 | $215,361-76.4% | $171,082-70.2% | $273,961-81.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 4.31% | 25.14%-20.8pp | 32.56%-28.2pp | 41.45%-37.1pp |
| Employer contribution / active EE | $804 | $4,967-83.8% | $4,002-79.9% | $4,869-83.5% |
| Participant deferral / active EE | $2,281 | $5,543-58.9% | $4,797-52.5% | $5,287-56.9% |
| Admin fee / account holder | $7,507 | $10,846-30.8% | $8,520-11.9% | $10,132-25.9% |