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 | $34,772 | $163,687-78.8% | $108,745-68.0% | $273,961-87.3% |
| Participation rate | 29.4% | 82.3%-52.9pp | 77.7%-48.3pp | 83.0%-53.6pp |
| Annual return | 11.07% | 31.16%-20.1pp | 46.22%-35.2pp | 41.45%-30.4pp |
| Employer contribution / active EE | $884 | $4,711-81.2% | $3,323-73.4% | $4,869-81.8% |
| Participant deferral / active EE | $2,188 | $7,155-69.4% | $5,121-57.3% | $5,287-58.6% |
| Admin fee / account holder | $438 | $12,890-96.6% | $6,144-92.9% | $10,132-95.7% |