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 | $25,456 | $48,046-47.0% | $84,611-69.9% | $72,985-65.1% |
| Participation rate | 61.5% | 57.6%+4.0pp | 68.2%-6.7pp | 69.5%-7.9pp |
| Annual return | 19.36% | 37.38%-18.0pp | 258.74%-239.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $859 | $1,602-46.4% | $2,652-67.6% | $2,440-64.8% |
| Participant deferral / active EE | $2,324 | $2,680-13.3% | $3,899-40.4% | $3,607-35.6% |
| Admin fee / account holder | $1,636 | $3,395-51.8% | $4,912-66.7% | $5,124-68.1% |