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 | $57,799 | $72,012-19.7% | $185,823-68.9% | $79,858-27.6% |
| Participation rate | 56.0% | 65.8%-9.8pp | 78.0%-22.0pp | 69.6%-13.6pp |
| Annual return | 15.86% | 23.12%-7.3pp | 35.95%-20.1pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,227 | $1,965-37.5% | $4,087-70.0% | $2,471-50.3% |
| Participant deferral / active EE | $3,719 | $3,779-1.6% | $5,632-34.0% | $3,740-0.6% |
| Admin fee / account holder | $1,919 | $4,513-57.5% | $9,500-79.8% | $5,306-63.8% |