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 | $50,084 | $58,851-14.9% | $115,157-56.5% | $72,985-31.4% |
| Participation rate | 52.8% | 65.5%-12.7pp | 75.9%-23.1pp | 69.5%-16.7pp |
| Annual return | 18.25% | 23.16%-4.9pp | 35.60%-17.4pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,116 | $1,798-37.9% | $3,179-64.9% | $2,440-54.2% |
| Participant deferral / active EE | $2,453 | $2,643-7.2% | $4,168-41.1% | $3,607-32.0% |
| Admin fee / account holder | $1,087 | $6,370-82.9% | $7,088-84.7% | $5,124-78.8% |