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 | $22,517 | $65,041-65.4% | $90,951-75.2% | $79,858-71.8% |
| Participation rate | 37.7% | 61.6%-23.9pp | 69.0%-31.3pp | 69.6%-31.9pp |
| Annual return | 15.73% | 30.45%-14.7pp | 134.60%-118.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $391 | $1,247-68.7% | $2,122-81.6% | $2,471-84.2% |
| Participant deferral / active EE | $2,110 | $2,512-16.0% | $3,373-37.5% | $3,740-43.6% |
| Admin fee / account holder | $1,756 | $4,536-61.3% | $5,959-70.5% | $5,306-66.9% |