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 | $18,087 | $39,122-53.8% | $57,179-68.4% | $62,891-71.2% |
| Participation rate | 45.7% | 70.5%-24.8pp | 75.3%-29.6pp | 69.3%-23.6pp |
| Annual return | 6.02% | 9.23%-3.2pp | 14.59%-8.6pp | 20.14%-14.1pp |
| Employer contribution / active EE | $877 | $1,874-53.2% | $2,682-67.3% | $2,281-61.5% |
| Participant deferral / active EE | $1,084 | $2,374-54.3% | $3,096-65.0% | $3,203-66.2% |
| Admin fee / account holder | $3,247 | $2,592+25.3% | $3,139+3.5% | $4,296-24.4% |