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 | $58,634 | $77,899-24.7% | $149,673-60.8% | $75,163-22.0% |
| Participation rate | 62.0% | 65.6%-3.6pp | 78.8%-16.8pp | 67.2%-5.2pp |
| Annual return | 16.59% | 31.72%-15.1pp | 134.42%-117.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $916 | $3,137-70.8% | $4,818-81.0% | $2,670-65.7% |
| Participant deferral / active EE | $2,772 | $3,411-18.7% | $5,680-51.2% | $4,125-32.8% |
| Admin fee / account holder | $5,221 | $5,956-12.4% | $13,210-60.5% | $5,651-7.6% |