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 | $49,474 | $79,557-37.8% | $118,746-58.3% | $70,131-29.5% |
| Participation rate | 59.0% | 71.4%-12.4pp | 78.3%-19.3pp | 69.5%-10.6pp |
| Annual return | 18.81% | 25.64%-6.8pp | 24.54%-5.7pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,119 | $2,861-60.9% | $4,193-73.3% | $2,342-52.2% |
| Participant deferral / active EE | $2,848 | $4,089-30.3% | $5,332-46.6% | $3,332-14.5% |
| Admin fee / account holder | $4,312 | $5,374-19.8% | $10,720-59.8% | $4,645-7.2% |