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 | $15,049 | $93,071-83.8% | $74,583-79.8% | $273,961-94.5% |
| Participation rate | 55.0% | 74.9%-19.9pp | 68.1%-13.1pp | 83.0%-28.0pp |
| Annual return | 15.33% | 26.18%-10.9pp | 20.47%-5.1pp | 41.45%-26.1pp |
| Employer contribution / active EE | $406 | $3,160-87.1% | $2,525-83.9% | $4,869-91.7% |
| Participant deferral / active EE | $1,430 | $4,160-65.6% | $3,458-58.6% | $5,287-73.0% |
| Admin fee / account holder | $1,133 | $5,272-78.5% | $4,138-72.6% | $10,132-88.8% |