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 | $27,514 | $66,402-58.6% | $109,895-75.0% | $85,850-68.0% |
| Participation rate | 34.4% | 63.9%-29.4pp | 74.2%-39.8pp | 69.3%-34.9pp |
| Annual return | 14.63% | 19.59%-5.0pp | 29.45%-14.8pp | 318.53%-303.9pp |
| Employer contribution / active EE | $747 | $1,687-55.7% | $2,842-73.7% | $2,565-70.9% |
| Participant deferral / active EE | $1,817 | $2,842-36.1% | $4,048-55.1% | $3,952-54.0% |
| Admin fee / account holder | $1,459 | $4,557-68.0% | $6,066-76.0% | $6,260-76.7% |