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 | $43,374 | $56,317-23.0% | $71,209-39.1% | $74,304-41.6% |
| Participation rate | 61.7% | 55.1%+6.6pp | 73.8%-12.0pp | 60.3%+1.4pp |
| Annual return | 16.45% | 42.83%-26.4pp | 282.51%-266.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $473 | $2,160-78.1% | $2,721-82.6% | $2,241-78.9% |
| Participant deferral / active EE | $3,395 | $2,788+21.8% | $4,175-18.7% | $3,767-9.9% |
| Admin fee / account holder | $3,168 | $2,290+38.4% | $5,349-40.8% | $2,969+6.7% |