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 | $43,118 | $154,365-72.1% | $130,231-66.9% | $139,434-69.1% |
| Participation rate | 42.9% | 79.9%-37.1pp | 76.3%-33.4pp | 80.3%-37.5pp |
| Annual return | 14.91% | 30.34%-15.4pp | 38.77%-23.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,725 | $5,170-47.3% | $4,126-34.0% | $4,751-42.7% |
| Participant deferral / active EE | $5,894 | $8,498-30.6% | $6,799-13.3% | $6,710-12.2% |
| Admin fee / account holder | $7,281 | $9,214-21.0% | $6,020+20.9% | $11,403-36.1% |