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 | $30,275 | $58,512-48.3% | $84,015-64.0% | $72,985-58.5% |
| Participation rate | 60.7% | 61.2%-0.5pp | 69.0%-8.3pp | 69.5%-8.8pp |
| Annual return | 17.37% | 28.93%-11.6pp | 71.31%-53.9pp | 81.00%-63.6pp |
| Employer contribution / active EE | $427 | $1,163-63.2% | $1,983-78.4% | $2,440-82.5% |
| Participant deferral / active EE | $2,060 | $2,394-14.0% | $3,239-36.4% | $3,607-42.9% |
| Admin fee / account holder | $1,301 | $4,569-71.5% | $6,101-78.7% | $5,124-74.6% |