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 | $53,379 | $103,376-48.4% | $87,100-38.7% | $152,861-65.1% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.9%-19.7pp | 82.4%-25.3pp |
| Annual return | 27.36% | 28.10%-0.7pp | 28.19%-0.8pp | 345.32%-318.0pp |
| Employer contribution / active EE | $649 | $3,220-79.9% | $2,521-74.3% | $4,762-86.4% |
| Participant deferral / active EE | $1,901 | $4,778-60.2% | $4,049-53.0% | $5,850-67.5% |
| Admin fee / account holder | $9,137 | $12,205-25.1% | $7,497+21.9% | $11,596-21.2% |