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 | $52,781 | $86,286-38.8% | $111,297-52.6% | $85,850-38.5% |
| Participation rate | 51.2% | 73.3%-22.1pp | 77.3%-26.1pp | 69.3%-18.1pp |
| Annual return | 12.25% | 19.99%-7.7pp | 54.65%-42.4pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,249 | $2,043-38.9% | $2,731-54.3% | $2,565-51.3% |
| Participant deferral / active EE | $2,881 | $3,641-20.9% | $4,487-35.8% | $3,952-27.1% |
| Admin fee / account holder | $3,891 | $8,188-52.5% | $7,964-51.1% | $6,260-37.8% |