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 | $22,727 | $46,869-51.5% | $122,332-81.4% | $70,131-67.6% |
| Participation rate | 26.9% | 58.2%-31.3pp | 71.6%-44.7pp | 69.5%-42.6pp |
| Annual return | 16.78% | 24.22%-7.4pp | 30.27%-13.5pp | 73.14%-56.4pp |
| Employer contribution / active EE | $558 | $1,288-56.7% | $4,050-86.2% | $2,342-76.2% |
| Participant deferral / active EE | $943 | $2,166-56.5% | $3,287-71.3% | $3,332-71.7% |
| Admin fee / account holder | $413 | $3,322-87.6% | $5,478-92.5% | $4,645-91.1% |