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 | $45,550 | $89,355-49.0% | $141,162-67.7% | $72,985-37.6% |
| Participation rate | 67.6% | 75.1%-7.5pp | 82.5%-14.8pp | 69.5%-1.8pp |
| Annual return | 21.39% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,616 | $3,114-48.1% | $4,735-65.9% | $2,440-33.8% |
| Participant deferral / active EE | $3,681 | $5,418-32.1% | $6,709-45.1% | $3,607+2.0% |
| Admin fee / account holder | $11,759 | $5,958+97.4% | $10,261+14.6% | $5,124+129.5% |