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 | $53,844 | $61,272-12.1% | $149,673-64.0% | $71,457-24.6% |
| Participation rate | 44.5% | 62.5%-18.0pp | 78.8%-34.2pp | 67.9%-23.4pp |
| Annual return | 14.24% | 35.85%-21.6pp | 134.42%-120.2pp | 28.85%-14.6pp |
| Employer contribution / active EE | $540 | $2,378-77.3% | $4,818-88.8% | $2,588-79.1% |
| Participant deferral / active EE | $1,389 | $2,917-52.4% | $5,680-75.5% | $4,289-67.6% |
| Admin fee / account holder | $5,300 | $1,261+320.1% | $13,210-59.9% | $1,587+233.9% |