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 | $43,549 | $43,723-0.4% | $121,196-64.1% | $64,186-32.2% |
| Participation rate | 40.0% | 58.3%-18.3pp | 71.7%-31.7pp | 69.6%-29.6pp |
| Annual return | 15.76% | 68.91%-53.1pp | 16.93%-1.2pp | 7.63%+8.1pp |
| Employer contribution / active EE | $747 | $1,296-42.3% | $4,022-81.4% | $2,381-68.6% |
| Participant deferral / active EE | $2,020 | $2,280-11.4% | $3,344-39.6% | $3,470-41.8% |
| Admin fee / account holder | $637 | $3,501-81.8% | $5,019-87.3% | $4,888-87.0% |