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 | $37,400 | $86,922-57.0% | $102,438-63.5% | $80,874-53.8% |
| Participation rate | 57.9% | 72.4%-14.5pp | 76.5%-18.6pp | 67.6%-9.8pp |
| Annual return | 17.63% | 18.90%-1.3pp | 29.37%-11.7pp | 35.62%-18.0pp |
| Employer contribution / active EE | $1,532 | $2,369-35.3% | $3,024-49.3% | $2,756-44.4% |
| Participant deferral / active EE | $4,930 | $4,119+19.7% | $5,054-2.4% | $4,297+14.7% |
| Admin fee / account holder | $393 | $8,050-95.1% | $9,448-95.8% | $6,935-94.3% |