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 | $33,766 | $49,227-31.4% | $70,449-52.1% | $79,858-57.7% |
| Participation rate | 55.1% | 69.2%-14.1pp | 75.1%-20.0pp | 69.6%-14.5pp |
| Annual return | 14.07% | 30.06%-16.0pp | 109.03%-95.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,021 | $2,099-51.4% | $2,737-62.7% | $2,471-58.7% |
| Participant deferral / active EE | $2,553 | $2,768-7.7% | $3,709-31.1% | $3,740-31.7% |
| Admin fee / account holder | $844 | $2,878-70.7% | $3,845-78.0% | $5,306-84.1% |