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 | $52,256 | $71,050-26.5% | $93,606-44.2% | $80,856-35.4% |
| Participation rate | 39.7% | 60.4%-20.8pp | 68.7%-29.1pp | 67.6%-28.0pp |
| Annual return | 11.63% | 11.26%+0.4pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $406 | $1,564-74.0% | $2,420-83.2% | $2,755-85.3% |
| Participant deferral / active EE | $3,182 | $4,034-21.1% | $4,411-27.9% | $4,296-25.9% |
| Admin fee / account holder | $6,284 | $6,945-9.5% | $8,285-24.1% | $6,918-9.2% |