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 | $15,409 | $37,426-58.8% | $77,482-80.1% | $79,858-80.7% |
| Participation rate | 37.8% | 41.5%-3.7pp | 54.2%-16.3pp | 69.6%-31.8pp |
| Annual return | 15.91% | 39.70%-23.8pp | 54.79%-38.9pp | 31.71%-15.8pp |
| Employer contribution / active EE | $392 | $637-38.4% | $986-60.2% | $2,471-84.1% |
| Participant deferral / active EE | $995 | $1,260-21.0% | $1,861-46.5% | $3,740-73.4% |
| Admin fee / account holder | $820 | $2,504-67.2% | $2,858-71.3% | $5,306-84.5% |