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 | $20,709 | $55,706-62.8% | $75,886-72.7% | $72,985-71.6% |
| Participation rate | 57.5% | 61.1%-3.6pp | 69.3%-11.8pp | 69.5%-12.0pp |
| Annual return | 18.14% | 27.59%-9.5pp | 30.76%-12.6pp | 81.00%-62.9pp |
| Employer contribution / active EE | $334 | $1,687-80.2% | $2,500-86.6% | $2,440-86.3% |
| Participant deferral / active EE | $1,489 | $2,634-43.5% | $3,603-58.7% | $3,607-58.7% |
| Admin fee / account holder | $1,303 | $3,978-67.3% | $5,418-76.0% | $5,124-74.6% |