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 | $28,155 | $49,657-43.3% | $93,063-69.7% | $67,986-58.6% |
| Participation rate | 41.4% | 49.9%-8.5pp | 72.1%-30.7pp | 57.2%-15.8pp |
| Annual return | 15.10% | 26.27%-11.2pp | 34.15%-19.1pp | 31.67%-16.6pp |
| Employer contribution / active EE | $439 | $1,279-65.6% | $2,476-82.3% | $2,019-78.2% |
| Participant deferral / active EE | $1,200 | $2,484-51.7% | $3,958-69.7% | $3,358-64.3% |
| Admin fee / account holder | $1,132 | $2,843-60.2% | $6,033-81.2% | $3,203-64.7% |