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 5-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 | $32,151 | $58,627-45.2% | $76,735-58.1% | $82,448-61.0% |
| Participation rate | 28.6% | 63.2%-34.6pp | 69.5%-40.9pp | 68.1%-39.5pp |
| Annual return | 17.05% | 39.10%-22.0pp | 29.77%-12.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $566 | $1,729-67.2% | $2,454-76.9% | $2,551-77.8% |
| Participant deferral / active EE | $1,674 | $3,134-46.6% | $4,088-59.0% | $4,139-59.6% |
| Admin fee / account holder | $743 | $5,323-86.0% | $7,189-89.7% | $7,234-89.7% |