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 | $38,272 | $61,156-37.4% | $185,823-79.4% | $79,386-51.8% |
| Participation rate | 55.9% | 66.6%-10.7pp | 81.7%-25.8pp | 70.7%-14.8pp |
| Annual return | 12.75% | 19.45%-6.7pp | 122.05%-109.3pp | 116.85%-104.1pp |
| Employer contribution / active EE | $1,155 | $2,321-50.2% | $5,167-77.7% | $2,427-52.4% |
| Participant deferral / active EE | $3,082 | $2,789+10.5% | $5,568-44.6% | $4,046-23.8% |
| Admin fee / account holder | $695 | $710-2.0% | $16,237-95.7% | $626+11.0% |