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 | $32,806 | $56,629-42.1% | $77,999-57.9% | $55,167-40.5% |
| Participation rate | 64.5% | 73.3%-8.8pp | 75.5%-11.0pp | 69.0%-4.4pp |
| Annual return | 7.64% | 2866.98%-2859.3pp | 425.96%-418.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $381 | $1,723-77.9% | $2,470-84.6% | $1,963-80.6% |
| Participant deferral / active EE | $2,412 | $2,777-13.1% | $3,497-31.0% | $3,054-21.0% |
| Admin fee / account holder | $2,390 | $467+412.3% | $5,480-56.4% | $504+374.3% |