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 | $20,078 | $59,101-66.0% | $77,163-74.0% | $75,163-73.3% |
| Participation rate | 51.6% | 63.9%-12.2pp | 69.6%-18.0pp | 67.2%-15.6pp |
| Annual return | 20.01% | 26.71%-6.7pp | 37.87%-17.9pp | 160.62%-140.6pp |
| Employer contribution / active EE | $777 | $1,995-61.1% | $2,535-69.4% | $2,670-70.9% |
| Participant deferral / active EE | $1,832 | $2,999-38.9% | $3,833-52.2% | $4,125-55.6% |
| Admin fee / account holder | $3,766 | $4,774-21.1% | $5,472-31.2% | $5,651-33.4% |