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 | $58,096 | $62,672-7.3% | $185,117-68.6% | $70,131-17.2% |
| Participation rate | 41.5% | 63.8%-22.3pp | 77.3%-35.8pp | 69.5%-28.0pp |
| Annual return | 16.13% | 40.79%-24.7pp | 40.50%-24.4pp | 73.14%-57.0pp |
| Employer contribution / active EE | $760 | $1,753-56.6% | $4,182-81.8% | $2,342-67.5% |
| Participant deferral / active EE | $1,922 | $3,272-41.3% | $5,045-61.9% | $3,332-42.3% |
| Admin fee / account holder | $3,549 | $3,932-9.7% | $8,159-56.5% | $4,645-23.6% |