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 | $60,511 | $77,634-22.1% | $156,549-61.3% | $62,891-3.8% |
| Participation rate | 54.0% | 71.2%-17.2pp | 84.0%-30.0pp | 69.3%-15.3pp |
| Annual return | 17.36% | 50.32%-33.0pp | 32.23%-14.9pp | 20.14%-2.8pp |
| Employer contribution / active EE | $748 | $3,444-78.3% | $5,501-86.4% | $2,281-67.2% |
| Participant deferral / active EE | $9,325 | $3,045+206.2% | $4,871+91.4% | $3,203+191.2% |
| Admin fee / account holder | $1,464 | $5,561-73.7% | $13,027-88.8% | $4,296-65.9% |