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 | $30,310 | $47,848-36.7% | $81,478-62.8% | $70,131-56.8% |
| Participation rate | 43.9% | 58.3%-14.4pp | 68.0%-24.1pp | 69.5%-25.6pp |
| Annual return | 15.99% | 27.25%-11.3pp | 38.78%-22.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $740 | $1,527-51.6% | $2,568-71.2% | $2,342-68.4% |
| Participant deferral / active EE | $1,064 | $2,453-56.6% | $3,537-69.9% | $3,332-68.1% |
| Admin fee / account holder | $3,455 | $3,145+9.9% | $4,561-24.2% | $4,645-25.6% |