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 | $28,633 | $63,114-54.6% | $92,893-69.2% | $65,185-56.1% |
| Participation rate | 62.0% | 68.8%-6.8pp | 76.0%-14.0pp | 70.2%-8.2pp |
| Annual return | 23.11% | 28.75%-5.6pp | 109.41%-86.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,146 | $2,571-55.4% | $3,653-68.6% | $2,177-47.4% |
| Participant deferral / active EE | $1,724 | $3,108-44.5% | $4,236-59.3% | $3,514-50.9% |
| Admin fee / account holder | $5,380 | $624+762.8% | $5,794-7.1% | $847+535.2% |