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 | $34,945 | $37,426-6.6% | $77,482-54.9% | $79,858-56.2% |
| Participation rate | 56.4% | 41.5%+14.9pp | 54.2%+2.2pp | 69.6%-13.3pp |
| Annual return | 13.45% | 39.70%-26.3pp | 54.79%-41.3pp | 31.71%-18.3pp |
| Employer contribution / active EE | $294 | $637-53.8% | $986-70.2% | $2,471-88.1% |
| Participant deferral / active EE | $2,165 | $1,260+71.9% | $1,861+16.3% | $3,740-42.1% |
| Admin fee / account holder | $986 | $2,504-60.6% | $2,858-65.5% | $5,306-81.4% |