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 | $45,250 | $48,364-6.4% | $71,796-37.0% | $62,891-28.1% |
| Participation rate | 12.1% | 60.6%-48.5pp | 69.1%-57.0pp | 69.3%-57.2pp |
| Annual return | 10.27% | 13.16%-2.9pp | 78.04%-67.8pp | 20.14%-9.9pp |
| Employer contribution / active EE | $190 | $1,042-81.8% | $1,924-90.1% | $2,281-91.7% |
| Participant deferral / active EE | $1,126 | $2,091-46.2% | $2,794-59.7% | $3,203-64.8% |
| Admin fee / account holder | $687 | $3,771-81.8% | $4,815-85.7% | $4,296-84.0% |