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 | $16,096 | $59,839-73.1% | $81,983-80.4% | $79,858-79.8% |
| Participation rate | 59.5% | 61.6%-2.1pp | 69.2%-9.7pp | 69.6%-10.1pp |
| Annual return | 13.84% | 17.56%-3.7pp | 41.31%-27.5pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,906 | $1,713+11.2% | $2,498-23.7% | $2,471-22.9% |
| Participant deferral / active EE | $3,185 | $2,695+18.2% | $3,722-14.4% | $3,740-14.8% |
| Admin fee / account holder | $6,687 | $4,287+56.0% | $5,664+18.1% | $5,306+26.0% |