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 | $44,677 | $55,371-19.3% | $95,585-53.3% | $74,304-39.9% |
| Participation rate | 19.2% | 53.8%-34.6pp | 72.1%-52.9pp | 60.3%-41.2pp |
| Annual return | 16.22% | 24.26%-8.0pp | 38.56%-22.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $580 | $1,437-59.6% | $2,527-77.0% | $2,241-74.1% |
| Participant deferral / active EE | $1,292 | $2,955-56.3% | $4,023-67.9% | $3,767-65.7% |
| Admin fee / account holder | $11,304 | $2,620+331.4% | $6,127+84.5% | $2,969+280.8% |