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 | $53,436 | $91,407-41.5% | $135,903-60.7% | $71,457-25.2% |
| Participation rate | 45.5% | 75.7%-30.1pp | 81.9%-36.4pp | 67.9%-22.4pp |
| Annual return | 19.36% | 29.90%-10.5pp | 68.23%-48.9pp | 28.85%-9.5pp |
| Employer contribution / active EE | $1,444 | $3,703-61.0% | $4,856-70.3% | $2,588-44.2% |
| Participant deferral / active EE | $3,160 | $7,092-55.4% | $7,758-59.3% | $4,289-26.3% |
| Admin fee / account holder | $4,853 | $1,266+283.4% | $10,762-54.9% | $1,587+205.7% |