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 | $39,940 | $76,407-47.7% | $150,298-73.4% | $82,448-51.6% |
| Participation rate | 21.4% | 66.4%-45.0pp | 77.8%-56.3pp | 68.1%-46.6pp |
| Annual return | 16.47% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $839 | $2,614-67.9% | $4,154-79.8% | $2,551-67.1% |
| Participant deferral / active EE | $1,872 | $3,214-41.8% | $5,453-65.7% | $4,139-54.8% |
| Admin fee / account holder | $11,047 | $6,352+73.9% | $14,116-21.7% | $7,234+52.7% |