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 | $48,401 | $67,606-28.4% | $82,313-41.2% | $70,131-31.0% |
| Participation rate | 53.1% | 72.8%-19.6pp | 76.9%-23.8pp | 69.5%-16.4pp |
| Annual return | 13.55% | 21.57%-8.0pp | 25.88%-12.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,265 | $1,755-27.9% | $2,428-47.9% | $2,342-46.0% |
| Participant deferral / active EE | $1,644 | $2,987-45.0% | $3,706-55.7% | $3,332-50.7% |
| Admin fee / account holder | $15,410 | $4,512+241.5% | $5,608+174.8% | $4,645+231.7% |