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 | $32,088 | $63,299-49.3% | $91,001-64.7% | $62,292-48.5% |
| Participation rate | 57.3% | 73.3%-16.0pp | 75.6%-18.3pp | 69.5%-12.2pp |
| Annual return | 20.17% | 20.99%-0.8pp | 4.60%+15.6pp | 28.90%-8.7pp |
| Employer contribution / active EE | $1,243 | $1,807-31.2% | $2,456-49.4% | $2,042-39.1% |
| Participant deferral / active EE | $2,361 | $2,943-19.8% | $3,547-33.5% | $3,169-25.5% |
| Admin fee / account holder | $1,088 | $468+132.7% | $5,417-79.9% | $479+127.0% |