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 | $46,942 | $85,515-45.1% | $112,040-58.1% | $67,986-31.0% |
| Participation rate | 27.3% | 68.2%-40.9pp | 76.5%-49.2pp | 57.2%-29.9pp |
| Annual return | 30.44% | 29.68%+0.8pp | 24.52%+5.9pp | 31.67%-1.2pp |
| Employer contribution / active EE | $876 | $2,191-60.0% | $2,954-70.3% | $2,019-56.6% |
| Participant deferral / active EE | $2,177 | $4,014-45.8% | $5,098-57.3% | $3,358-35.2% |
| Admin fee / account holder | $2,332 | $3,774-38.2% | $12,098-80.7% | $3,203-27.2% |