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 | $57,596 | $58,512-1.6% | $84,015-31.4% | $72,985-21.1% |
| Participation rate | 37.9% | 61.2%-23.3pp | 69.0%-31.1pp | 69.5%-31.6pp |
| Annual return | 22.52% | 28.93%-6.4pp | 71.31%-48.8pp | 81.00%-58.5pp |
| Employer contribution / active EE | $541 | $1,163-53.5% | $1,983-72.7% | $2,440-77.8% |
| Participant deferral / active EE | $1,610 | $2,394-32.7% | $3,239-50.3% | $3,607-55.4% |
| Admin fee / account holder | $780 | $4,569-82.9% | $6,101-87.2% | $5,124-84.8% |