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 | $65,857 | $70,428-6.5% | $96,562-31.8% | $85,850-23.3% |
| Participation rate | 51.7% | 61.8%-10.1pp | 69.8%-18.1pp | 69.3%-17.6pp |
| Annual return | 13.36% | 18.59%-5.2pp | 37.78%-24.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $758 | $1,413-46.3% | $2,356-67.8% | $2,565-70.4% |
| Participant deferral / active EE | $1,747 | $2,894-39.6% | $3,849-54.6% | $3,952-55.8% |
| Admin fee / account holder | $866 | $4,997-82.7% | $6,181-86.0% | $6,260-86.2% |