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 | $63,360 | $74,927-15.4% | $101,794-37.8% | $84,808-25.3% |
| Participation rate | 47.1% | 61.4%-14.3pp | 69.2%-22.1pp | 68.3%-21.3pp |
| Annual return | 15.29% | 18.70%-3.4pp | 30.53%-15.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $614 | $1,522-59.6% | $2,289-73.2% | $2,631-76.7% |
| Participant deferral / active EE | $3,642 | $3,099+17.5% | $4,084-10.8% | $4,212-13.5% |
| Admin fee / account holder | $4,919 | $6,514-24.5% | $8,777-44.0% | $7,344-33.0% |