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 5-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 | $48,234 | $112,729-57.2% | $98,716-51.1% | $137,256-64.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 13.70% | 38.48%-24.8pp | 31.81%-18.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $772 | $2,725-71.7% | $2,279-66.1% | $4,156-81.4% |
| Participant deferral / active EE | $1,345 | $4,640-71.0% | $4,048-66.8% | $6,407-79.0% |
| Admin fee / account holder | $407 | $10,129-96.0% | $8,703-95.3% | $12,270-96.7% |