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 5-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 | $47,106 | $78,672-40.1% | $109,143-56.8% | $85,850-45.1% |
| Participation rate | 68.0% | 68.3%-0.3pp | 75.9%-7.9pp | 69.3%-1.3pp |
| Annual return | 13.02% | 25.09%-12.1pp | 25.75%-12.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,090 | $2,735-60.1% | $3,722-70.7% | $2,565-57.5% |
| Participant deferral / active EE | $2,091 | $3,467-39.7% | $4,653-55.1% | $3,952-47.1% |
| Admin fee / account holder | $2,818 | $5,469-48.5% | $6,752-58.3% | $6,260-55.0% |