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 | $42,145 | $60,892-30.8% | $82,389-48.8% | $84,808-50.3% |
| Participation rate | 51.7% | 63.3%-11.5pp | 69.5%-17.8pp | 68.3%-16.6pp |
| Annual return | 17.00% | 37.29%-20.3pp | 28.67%-11.7pp | 40.90%-23.9pp |
| Employer contribution / active EE | $967 | $1,779-45.7% | $2,517-61.6% | $2,631-63.3% |
| Participant deferral / active EE | $1,705 | $3,179-46.4% | $4,155-59.0% | $4,212-59.5% |
| Admin fee / account holder | $10,600 | $5,467+93.9% | $7,231+46.6% | $7,344+44.3% |