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 | $57,399 | $99,341-42.2% | $84,750-32.3% | $273,961-79.0% |
| Participation rate | 57.9% | 80.7%-22.8pp | 76.6%-18.7pp | 83.0%-25.1pp |
| Annual return | 13.08% | 22.93%-9.8pp | 22.78%-9.7pp | 41.45%-28.4pp |
| Employer contribution / active EE | $1,392 | $4,214-67.0% | $3,574-61.1% | $4,869-71.4% |
| Participant deferral / active EE | $1,708 | $4,269-60.0% | $3,712-54.0% | $5,287-67.7% |
| Admin fee / account holder | $3,280 | $6,644-50.6% | $5,332-38.5% | $10,132-67.6% |