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 | $50,531 | $103,949-51.4% | $69,182-27.0% | $273,961-81.6% |
| Participation rate | 63.6% | 67.4%-3.7pp | 55.1%+8.5pp | 83.0%-19.4pp |
| Annual return | 6.85% | 35.28%-28.4pp | -21.93%+28.8pp | 41.45%-34.6pp |
| Employer contribution / active EE | $556 | $1,783-68.8% | $1,206-53.9% | $4,869-88.6% |
| Participant deferral / active EE | $3,120 | $2,716+14.9% | $1,897+64.5% | $5,287-41.0% |
| Admin fee / account holder | $7,112 | $3,671+93.8% | $2,697+163.7% | $10,132-29.8% |