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 | $16,760 | $52,279-67.9% | $89,391-81.3% | $79,858-79.0% |
| Participation rate | 64.0% | 57.5%+6.5pp | 68.0%-4.0pp | 69.6%-5.6pp |
| Annual return | 15.03% | 22.16%-7.1pp | 245.62%-230.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,082 | $1,572-31.2% | $2,586-58.2% | $2,471-56.2% |
| Participant deferral / active EE | $1,690 | $2,740-38.3% | $3,890-56.5% | $3,740-54.8% |
| Admin fee / account holder | $1,680 | $3,356-50.0% | $4,881-65.6% | $5,306-68.3% |