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 | $22,065 | $99,341-77.8% | $84,750-74.0% | $273,961-91.9% |
| Participation rate | 64.7% | 80.7%-16.0pp | 76.6%-11.9pp | 83.0%-18.3pp |
| Annual return | 4.10% | 22.93%-18.8pp | 22.78%-18.7pp | 41.45%-37.4pp |
| Employer contribution / active EE | $2,042 | $4,214-51.5% | $3,574-42.9% | $4,869-58.1% |
| Participant deferral / active EE | $5,958 | $4,269+39.6% | $3,712+60.5% | $5,287+12.7% |
| Admin fee / account holder | $2,243 | $6,644-66.2% | $5,332-57.9% | $10,132-77.9% |