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 | $24,248 | $77,634-68.8% | $156,549-84.5% | $62,891-61.4% |
| Participation rate | 65.1% | 71.2%-6.1pp | 84.0%-18.9pp | 69.3%-4.2pp |
| Annual return | 18.48% | 50.32%-31.8pp | 32.23%-13.7pp | 20.14%-1.7pp |
| Employer contribution / active EE | $1,893 | $3,444-45.0% | $5,501-65.6% | $2,281-17.0% |
| Participant deferral / active EE | $3,658 | $3,045+20.1% | $4,871-24.9% | $3,203+14.2% |
| Admin fee / account holder | $549 | $5,561-90.1% | $13,027-95.8% | $4,296-87.2% |