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 | $42,160 | $153,772-72.6% | $133,980-68.5% | $273,961-84.6% |
| Participation rate | 64.3% | 88.4%-24.1pp | 87.1%-22.8pp | 83.0%-18.7pp |
| Annual return | 11.21% | 36.51%-25.3pp | 29.30%-18.1pp | 41.45%-30.2pp |
| Employer contribution / active EE | $1,352 | $6,029-77.6% | $5,211-74.1% | $4,869-72.2% |
| Participant deferral / active EE | $4,156 | $6,958-40.3% | $6,282-33.8% | $5,287-21.4% |
| Admin fee / account holder | $4,347 | $11,765-63.1% | $9,324-53.4% | $10,132-57.1% |