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 | $28,832 | $77,634-62.9% | $156,549-81.6% | $62,891-54.2% |
| Participation rate | 60.7% | 71.2%-10.5pp | 84.0%-23.3pp | 69.3%-8.6pp |
| Annual return | 4.79% | 50.32%-45.5pp | 32.23%-27.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $748 | $3,444-78.3% | $5,501-86.4% | $2,281-67.2% |
| Participant deferral / active EE | $1,733 | $3,045-43.1% | $4,871-64.4% | $3,203-45.9% |
| Admin fee / account holder | $5,402 | $5,561-2.9% | $13,027-58.5% | $4,296+25.8% |