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 | $44,629 | $77,899-42.7% | $149,673-70.2% | $75,163-40.6% |
| Participation rate | 53.8% | 65.6%-11.7pp | 78.8%-24.9pp | 67.2%-13.3pp |
| Annual return | 16.23% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $779 | $3,137-75.2% | $4,818-83.8% | $2,670-70.8% |
| Participant deferral / active EE | $4,501 | $3,411+32.0% | $5,680-20.7% | $4,125+9.1% |
| Admin fee / account holder | $17,432 | $5,956+192.7% | $13,210+32.0% | $5,651+208.5% |