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 | $79,314 | $109,413-27.5% | $156,263-49.2% | $84,808-6.5% |
| Participation rate | 47.8% | 72.7%-24.9pp | 78.9%-31.1pp | 68.3%-20.5pp |
| Annual return | 19.10% | 20.18%-1.1pp | 59.47%-40.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,970 | $2,907-32.2% | $4,333-54.5% | $2,631-25.1% |
| Participant deferral / active EE | $3,214 | $4,590-30.0% | $6,158-47.8% | $4,212-23.7% |
| Admin fee / account holder | $13,659 | $9,357+46.0% | $14,255-4.2% | $7,344+86.0% |