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 | $37,811 | $46,553-18.8% | $64,056-41.0% | $75,163-49.7% |
| Participation rate | 57.4% | 65.9%-8.5pp | 72.3%-14.9pp | 67.2%-9.8pp |
| Annual return | 14.07% | 26.03%-12.0pp | 33.69%-19.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $556 | $1,974-71.9% | $2,747-79.8% | $2,670-79.2% |
| Participant deferral / active EE | $1,363 | $2,837-51.9% | $3,880-64.9% | $4,125-66.9% |
| Admin fee / account holder | $1,351 | $2,952-54.2% | $3,068-56.0% | $5,651-76.1% |