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 | $64,484 | $57,016+13.1% | $84,966-24.1% | $80,856-20.2% |
| Participation rate | 51.3% | 56.3%-5.1pp | 67.5%-16.2pp | 67.6%-16.4pp |
| Annual return | 14.10% | 21.66%-7.6pp | 66.38%-52.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $396 | $1,798-78.0% | $2,727-85.5% | $2,755-85.6% |
| Participant deferral / active EE | $5,539 | $3,110+78.1% | $4,519+22.6% | $4,296+28.9% |
| Admin fee / account holder | $603 | $4,980-87.9% | $6,149-90.2% | $6,918-91.3% |