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 | $53,545 | $83,337-35.7% | $67,834-21.1% | $273,961-80.5% |
| Participation rate | 54.2% | 76.4%-22.3pp | 68.8%-14.6pp | 83.0%-28.8pp |
| Annual return | 5.62% | 259.45%-253.8pp | 138.47%-132.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $870 | $3,287-73.5% | $2,403-63.8% | $4,869-82.1% |
| Participant deferral / active EE | $2,157 | $4,088-47.2% | $3,160-31.8% | $5,287-59.2% |
| Admin fee / account holder | $11,569 | $6,752+71.3% | $4,622+150.3% | $10,132+14.2% |