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 | $17,064 | $55,453-69.2% | $170,442-90.0% | $62,292-72.6% |
| Participation rate | 48.6% | 66.4%-17.8pp | 83.6%-35.0pp | 69.5%-20.9pp |
| Annual return | 15.53% | 21.38%-5.8pp | 205.93%-190.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $301 | $2,164-86.1% | $5,433-94.5% | $2,042-85.2% |
| Participant deferral / active EE | $2,016 | $2,303-12.5% | $4,939-59.2% | $3,169-36.4% |
| Admin fee / account holder | $1,761 | $455+287.1% | $13,880-87.3% | $479+267.5% |