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 | $60,893 | $89,355-31.9% | $141,162-56.9% | $72,985-16.6% |
| Participation rate | 58.8% | 75.1%-16.3pp | 82.5%-23.6pp | 69.5%-10.7pp |
| Annual return | 20.20% | 111.85%-91.6pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,042 | $3,114-66.6% | $4,735-78.0% | $2,440-57.3% |
| Participant deferral / active EE | $2,490 | $5,418-54.0% | $6,709-62.9% | $3,607-31.0% |
| Admin fee / account holder | $11,580 | $5,958+94.4% | $10,261+12.8% | $5,124+126.0% |