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 | $45,379 | $79,944-43.2% | $98,439-53.9% | $75,163-39.6% |
| Participation rate | 43.8% | 70.4%-26.6pp | 75.2%-31.4pp | 67.2%-23.4pp |
| Annual return | 18.48% | 19.75%-1.3pp | 21.16%-2.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,124 | $2,264-50.4% | $3,048-63.1% | $2,670-57.9% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,068 | $6,840-84.4% | $8,948-88.1% | $5,651-81.1% |