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 | $30,285 | $73,787-59.0% | $98,716-69.3% | $82,448-63.3% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 13.17% | 18.57%-5.4pp | 31.81%-18.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $672 | $1,511-55.6% | $2,279-70.5% | $2,551-73.7% |
| Participant deferral / active EE | $1,565 | $3,081-49.2% | $4,048-61.3% | $4,139-62.2% |
| Admin fee / account holder | $1,427 | $6,500-78.0% | $8,703-83.6% | $7,234-80.3% |