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 | $16,469 | $48,076-65.7% | $78,689-79.1% | $62,891-73.8% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.6%-6.9pp | 69.3%-2.6pp |
| Annual return | 9.59% | 31.35%-21.8pp | 62.18%-52.6pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,848 | $2,015-8.3% | $2,851-35.2% | $2,281-19.0% |
| Participant deferral / active EE | $1,940 | $2,588-25.1% | $3,517-44.9% | $3,203-39.4% |
| Admin fee / account holder | $1,765 | $3,207-45.0% | $4,510-60.9% | $4,296-58.9% |