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 | $44,942 | $49,025-8.3% | $87,507-48.6% | $62,891-28.5% |
| Participation rate | 56.3% | 64.9%-8.6pp | 73.8%-17.6pp | 69.3%-13.1pp |
| Annual return | 4.54% | 10.02%-5.5pp | 12.21%-7.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $807 | $1,372-41.2% | $2,550-68.4% | $2,281-64.6% |
| Participant deferral / active EE | $1,782 | $2,289-22.2% | $3,149-43.4% | $3,203-44.4% |
| Admin fee / account holder | $9,930 | $4,065+144.3% | $4,221+135.3% | $4,296+131.2% |