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 | $43,489 | $117,983-63.1% | $101,794-57.3% | $142,382-69.5% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.2%-39.2pp | 80.1%-50.1pp |
| Annual return | 13.17% | 36.92%-23.7pp | 30.53%-17.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $962 | $2,773-65.3% | $2,289-58.0% | $4,299-77.6% |
| Participant deferral / active EE | $1,408 | $4,714-70.1% | $4,084-65.5% | $6,507-78.4% |
| Admin fee / account holder | $3,404 | $10,433-67.4% | $8,777-61.2% | $12,624-73.0% |