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 | $33,051 | $64,480-48.7% | $81,382-59.4% | $80,856-59.1% |
| Participation rate | 55.9% | 63.9%-8.0pp | 69.5%-13.6pp | 67.6%-11.8pp |
| Annual return | 10.34% | 16.34%-6.0pp | 24.73%-14.4pp | 35.59%-25.3pp |
| Employer contribution / active EE | $892 | $1,978-54.9% | $2,463-63.8% | $2,755-67.6% |
| Participant deferral / active EE | $2,384 | $3,094-22.9% | $3,883-38.6% | $4,296-44.5% |
| Admin fee / account holder | $13,418 | $5,671+136.6% | $5,768+132.6% | $6,918+94.0% |