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 | $47,160 | $77,634-39.3% | $156,549-69.9% | $62,891-25.0% |
| Participation rate | 37.5% | 71.2%-33.7pp | 84.0%-46.5pp | 69.3%-31.8pp |
| Annual return | 6.48% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $750 | $3,444-78.2% | $5,501-86.4% | $2,281-67.1% |
| Participant deferral / active EE | $1,938 | $3,045-36.4% | $4,871-60.2% | $3,203-39.5% |
| Admin fee / account holder | $1,439 | $5,561-74.1% | $13,027-89.0% | $4,296-66.5% |