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 | $18,356 | $77,899-76.4% | $149,673-87.7% | $75,163-75.6% |
| Participation rate | 53.8% | 65.6%-11.7pp | 78.8%-24.9pp | 67.2%-13.3pp |
| Annual return | 16.68% | 31.72%-15.0pp | 134.42%-117.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,083 | $3,137-65.5% | $4,818-77.5% | $2,670-59.4% |
| Participant deferral / active EE | $2,294 | $3,411-32.8% | $5,680-59.6% | $4,125-44.4% |
| Admin fee / account holder | $4,413 | $5,956-25.9% | $13,210-66.6% | $5,651-21.9% |