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 | $60,019 | $73,933-18.8% | $96,683-37.9% | $75,163-20.1% |
| Participation rate | 48.4% | 66.4%-18.0pp | 74.3%-25.9pp | 67.2%-18.8pp |
| Annual return | 14.68% | 26.70%-12.0pp | 35.69%-21.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,501 | $2,928-48.7% | $3,737-59.8% | $2,670-43.8% |
| Participant deferral / active EE | $2,211 | $3,659-39.6% | $4,878-54.7% | $4,125-46.4% |
| Admin fee / account holder | $12,524 | $5,216+140.1% | $6,730+86.1% | $5,651+121.6% |