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 | $40,972 | $45,343-9.6% | $150,298-72.7% | $67,986-39.7% |
| Participation rate | 36.0% | 51.9%-15.9pp | 77.8%-41.8pp | 57.2%-21.2pp |
| Annual return | 17.62% | 33.28%-15.7pp | 62.79%-45.2pp | 31.67%-14.0pp |
| Employer contribution / active EE | $736 | $1,462-49.6% | $4,154-82.3% | $2,019-63.5% |
| Participant deferral / active EE | $2,050 | $2,055-0.3% | $5,453-62.4% | $3,358-39.0% |
| Admin fee / account holder | $6,123 | $2,250+172.2% | $14,116-56.6% | $3,203+91.2% |