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 | $65,232 | $93,071-29.9% | $74,583-12.5% | $273,961-76.2% |
| Participation rate | 31.8% | 74.9%-43.1pp | 68.1%-36.3pp | 83.0%-51.2pp |
| Annual return | 3.90% | 26.18%-22.3pp | 20.47%-16.6pp | 41.45%-37.5pp |
| Employer contribution / active EE | $466 | $3,160-85.2% | $2,525-81.5% | $4,869-90.4% |
| Participant deferral / active EE | $1,528 | $4,160-63.3% | $3,458-55.8% | $5,287-71.1% |
| Admin fee / account holder | $1,143 | $5,272-78.3% | $4,138-72.4% | $10,132-88.7% |