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 | $59,591 | $47,922+24.3% | $75,886-21.5% | $65,185-8.6% |
| Participation rate | 35.6% | 63.0%-27.3pp | 69.3%-33.6pp | 70.2%-34.6pp |
| Annual return | 21.04% | 24.12%-3.1pp | 30.76%-9.7pp | 29.38%-8.3pp |
| Employer contribution / active EE | $850 | $1,557-45.4% | $2,500-66.0% | $2,177-60.9% |
| Participant deferral / active EE | $1,705 | $2,550-33.1% | $3,603-52.7% | $3,514-51.5% |
| Admin fee / account holder | $1,933 | $532+263.6% | $5,418-64.3% | $847+128.2% |