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 | $43,148 | $75,963-43.2% | $97,995-56.0% | $70,131-38.5% |
| Participation rate | 53.8% | 77.0%-23.1pp | 82.4%-28.5pp | 69.5%-15.7pp |
| Annual return | 19.04% | 19.26%-0.2pp | 23.94%-4.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,443 | $3,278-56.0% | $4,158-65.3% | $2,342-38.4% |
| Participant deferral / active EE | $2,035 | $4,053-49.8% | $5,097-60.1% | $3,332-38.9% |
| Admin fee / account holder | $1,284 | $5,407-76.3% | $5,943-78.4% | $4,645-72.4% |