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 | $41,585 | $95,416-56.4% | $185,823-77.6% | $85,850-51.6% |
| Participation rate | 57.7% | 68.8%-11.1pp | 81.7%-24.0pp | 69.3%-11.6pp |
| Annual return | 13.99% | 23.59%-9.6pp | 122.05%-108.1pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,252 | $3,314-62.2% | $5,167-75.8% | $2,565-51.2% |
| Participant deferral / active EE | $2,622 | $3,423-23.4% | $5,568-52.9% | $3,952-33.6% |
| Admin fee / account holder | $3,623 | $7,213-49.8% | $16,237-77.7% | $6,260-42.1% |