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 | $30,661 | $76,407-59.9% | $150,298-79.6% | $82,448-62.8% |
| Participation rate | 53.1% | 66.4%-13.3pp | 77.8%-24.7pp | 68.1%-15.0pp |
| Annual return | 17.29% | 39.99%-22.7pp | 62.79%-45.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,680 | $2,614-35.7% | $4,154-59.6% | $2,551-34.1% |
| Participant deferral / active EE | $2,537 | $3,214-21.1% | $5,453-53.5% | $4,139-38.7% |
| Admin fee / account holder | $3,634 | $6,352-42.8% | $14,116-74.3% | $7,234-49.8% |