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 | $23,638 | $56,897-58.5% | $84,750-72.1% | $62,891-62.4% |
| Participation rate | 59.5% | 68.5%-9.1pp | 76.6%-17.1pp | 69.3%-9.8pp |
| Annual return | 8.18% | 6.30%+1.9pp | 22.78%-14.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $899 | $2,400-62.6% | $3,574-74.9% | $2,281-60.6% |
| Participant deferral / active EE | $1,648 | $2,709-39.2% | $3,712-55.6% | $3,203-48.6% |
| Admin fee / account holder | $633 | $3,581-82.3% | $5,332-88.1% | $4,296-85.3% |