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 6-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 | $44,590 | $78,672-43.3% | $109,143-59.1% | $85,850-48.1% |
| Participation rate | 68.3% | 68.3%0pp | 75.9%-7.6pp | 69.3%-1.1pp |
| Annual return | 29.69% | 25.09%+4.6pp | 25.75%+3.9pp | 318.53%-288.8pp |
| Employer contribution / active EE | $1,212 | $2,735-55.7% | $3,722-67.4% | $2,565-52.8% |
| Participant deferral / active EE | $2,103 | $3,467-39.4% | $4,653-54.8% | $3,952-46.8% |
| Admin fee / account holder | $324 | $5,469-94.1% | $6,752-95.2% | $6,260-94.8% |