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 | $47,129 | $76,670-38.5% | $96,683-51.3% | $71,457-34.0% |
| Participation rate | 26.5% | 66.6%-40.0pp | 74.3%-47.8pp | 67.9%-41.4pp |
| Annual return | 28.58% | 48.29%-19.7pp | 35.69%-7.1pp | 28.85%-0.3pp |
| Employer contribution / active EE | $951 | $3,031-68.6% | $3,737-74.6% | $2,588-63.2% |
| Participant deferral / active EE | $1,925 | $3,771-49.0% | $4,878-60.5% | $4,289-55.1% |
| Admin fee / account holder | $1,284 | $2,028-36.7% | $6,730-80.9% | $1,587-19.1% |