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 | $56,601 | $71,057-20.3% | $93,654-39.6% | $80,874-30.0% |
| Participation rate | 60.6% | 60.4%+0.2pp | 68.7%-8.1pp | 67.6%-7.0pp |
| Annual return | 14.46% | 11.26%+3.2pp | 133.34%-118.9pp | 35.62%-21.2pp |
| Employer contribution / active EE | $459 | $1,564-70.6% | $2,421-81.0% | $2,756-83.3% |
| Participant deferral / active EE | $4,227 | $4,034+4.8% | $4,413-4.2% | $4,297-1.6% |
| Admin fee / account holder | $9,985 | $6,944+43.8% | $8,282+20.6% | $6,935+44.0% |