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 | $23,407 | $56,317-58.4% | $71,209-67.1% | $74,304-68.5% |
| Participation rate | 31.0% | 55.1%-24.1pp | 73.8%-42.7pp | 60.3%-29.3pp |
| Annual return | 24.54% | 42.83%-18.3pp | 282.51%-258.0pp | 29.43%-4.9pp |
| Employer contribution / active EE | $716 | $2,160-66.8% | $2,721-73.7% | $2,241-68.0% |
| Participant deferral / active EE | $1,243 | $2,788-55.4% | $4,175-70.2% | $3,767-67.0% |
| Admin fee / account holder | $11,856 | $2,290+417.8% | $5,349+121.7% | $2,969+299.4% |