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 | $41,739 | $81,248-48.6% | $155,509-73.2% | $80,856-48.4% |
| Participation rate | 34.4% | 66.2%-31.9pp | 78.2%-43.8pp | 67.6%-33.3pp |
| Annual return | 11.13% | 33.31%-22.2pp | 64.67%-53.5pp | 35.59%-24.5pp |
| Employer contribution / active EE | $653 | $3,100-78.9% | $4,672-86.0% | $2,755-76.3% |
| Participant deferral / active EE | $1,341 | $3,452-61.2% | $5,626-76.2% | $4,296-68.8% |
| Admin fee / account holder | $2,576 | $7,997-67.8% | $15,912-83.8% | $6,918-62.8% |