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 | $54,636 | $74,927-27.1% | $101,794-46.3% | $84,808-35.6% |
| Participation rate | 46.2% | 61.4%-15.2pp | 69.2%-23.0pp | 68.3%-22.2pp |
| Annual return | 17.07% | 18.70%-1.6pp | 30.53%-13.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $853 | $1,522-43.9% | $2,289-62.7% | $2,631-67.6% |
| Participant deferral / active EE | $2,873 | $3,099-7.3% | $4,084-29.6% | $4,212-31.8% |
| Admin fee / account holder | $1,343 | $6,514-79.4% | $8,777-84.7% | $7,344-81.7% |