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 | $48,753 | $57,541-15.3% | $95,745-49.1% | $75,163-35.1% |
| Participation rate | 60.5% | 62.5%-2.0pp | 72.3%-11.8pp | 67.2%-6.7pp |
| Annual return | 14.67% | 34.93%-20.3pp | 28.35%-13.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $659 | $1,808-63.6% | $2,835-76.8% | $2,670-75.3% |
| Participant deferral / active EE | $4,303 | $3,074+40.0% | $4,245+1.4% | $4,125+4.3% |
| Admin fee / account holder | $1,833 | $4,099-55.3% | $5,678-67.7% | $5,651-67.6% |