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 | $73,787-23.1% | $98,716-42.5% | $82,448-31.2% |
| Participation rate | 56.6% | 61.4%-4.8pp | 69.3%-12.7pp | 68.1%-11.4pp |
| Annual return | 15.98% | 18.57%-2.6pp | 31.81%-15.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $570 | $1,511-62.3% | $2,279-75.0% | $2,551-77.7% |
| Participant deferral / active EE | $2,640 | $3,081-14.3% | $4,048-34.8% | $4,139-36.2% |
| Admin fee / account holder | $3,761 | $6,500-42.1% | $8,703-56.8% | $7,234-48.0% |