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 | $56,743 | $74,927-24.3% | $101,794-44.3% | $84,808-33.1% |
| Participation rate | 56.6% | 61.4%-4.8pp | 69.2%-12.6pp | 68.3%-11.7pp |
| Annual return | 15.98% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $570 | $1,522-62.6% | $2,289-75.1% | $2,631-78.4% |
| Participant deferral / active EE | $2,640 | $3,099-14.8% | $4,084-35.4% | $4,212-37.3% |
| Admin fee / account holder | $3,761 | $6,514-42.3% | $8,777-57.2% | $7,344-48.8% |