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 | $53,211 | $48,230+10.3% | $67,502-21.2% | $80,856-34.2% |
| Participation rate | 48.3% | 66.4%-18.1pp | 72.9%-24.6pp | 67.6%-19.4pp |
| Annual return | 14.43% | 18.28%-3.8pp | 3512.12%-3497.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $597 | $2,020-70.4% | $2,731-78.1% | $2,755-78.3% |
| Participant deferral / active EE | $1,779 | $2,924-39.1% | $4,000-55.5% | $4,296-58.6% |
| Admin fee / account holder | $2,563 | $3,681-30.4% | $3,998-35.9% | $6,918-63.0% |