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 | $39,146 | $37,426+4.6% | $77,482-49.5% | $79,858-51.0% |
| Participation rate | 20.6% | 41.5%-20.9pp | 54.2%-33.6pp | 69.6%-49.0pp |
| Annual return | 17.81% | 39.70%-21.9pp | 54.79%-37.0pp | 31.71%-13.9pp |
| Employer contribution / active EE | $424 | $637-33.4% | $986-57.0% | $2,471-82.8% |
| Participant deferral / active EE | $663 | $1,260-47.4% | $1,861-64.4% | $3,740-82.3% |
| Admin fee / account holder | $1,259 | $2,504-49.7% | $2,858-56.0% | $5,306-76.3% |