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 | $28,108 | $76,407-63.2% | $150,298-81.3% | $82,448-65.9% |
| Participation rate | 48.1% | 66.4%-18.3pp | 77.8%-29.7pp | 68.1%-20.0pp |
| Annual return | 19.55% | 39.99%-20.4pp | 62.79%-43.2pp | 41.64%-22.1pp |
| Employer contribution / active EE | $420 | $2,614-83.9% | $4,154-89.9% | $2,551-83.5% |
| Participant deferral / active EE | $2,320 | $3,214-27.8% | $5,453-57.4% | $4,139-43.9% |
| Admin fee / account holder | $1,575 | $6,352-75.2% | $14,116-88.8% | $7,234-78.2% |