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 | $35,375 | $87,013-59.3% | $106,213-66.7% | $80,856-56.2% |
| Participation rate | 57.7% | 70.4%-12.7pp | 75.3%-17.6pp | 67.6%-9.9pp |
| Annual return | 17.78% | 17.05%+0.7pp | 116.14%-98.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,487 | $2,395-37.9% | $3,171-53.1% | $2,755-46.0% |
| Participant deferral / active EE | $3,121 | $3,986-21.7% | $5,016-37.8% | $4,296-27.3% |
| Admin fee / account holder | $1,577 | $8,431-81.3% | $11,033-85.7% | $6,918-77.2% |