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 | $24,291 | $49,915-51.3% | $154,803-84.3% | $74,304-67.3% |
| Participation rate | 52.9% | 54.0%-1.0pp | 78.1%-25.1pp | 60.3%-7.4pp |
| Annual return | 17.82% | 34.06%-16.2pp | 58.88%-41.1pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,564 | $1,611-2.9% | $4,305-63.7% | $2,241-30.2% |
| Participant deferral / active EE | $3,389 | $2,255+50.3% | $5,540-38.8% | $3,767-10.0% |
| Admin fee / account holder | $3,201 | $2,189+46.2% | $14,329-77.7% | $2,969+7.8% |