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 | $22,986 | $63,114-63.6% | $92,893-75.3% | $65,185-64.7% |
| Participation rate | 32.2% | 68.8%-36.6pp | 76.0%-43.8pp | 70.2%-38.0pp |
| Annual return | 23.10% | 28.75%-5.7pp | 109.41%-86.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,372 | $2,571-46.6% | $3,653-62.4% | $2,177-37.0% |
| Participant deferral / active EE | $1,717 | $3,108-44.8% | $4,236-59.5% | $3,514-51.1% |
| Admin fee / account holder | $525 | $624-15.9% | $5,794-90.9% | $847-38.1% |