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 | $40,689 | $135,952-70.1% | $123,892-67.2% | $273,961-85.1% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 6.57% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,433 | $5,170-72.3% | $4,617-69.0% | $4,869-70.6% |
| Participant deferral / active EE | $4,242 | $6,343-33.1% | $5,984-29.1% | $5,287-19.8% |
| Admin fee / account holder | $1,789 | $9,817-81.8% | $8,357-78.6% | $10,132-82.3% |