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 | $18,506 | $102,966-82.0% | $90,281-79.5% | $152,861-87.9% |
| Participation rate | 69.2% | 75.9%-6.6pp | 73.3%-4.0pp | 82.4%-13.2pp |
| Annual return | 12.99% | 95.16%-82.2pp | 78.10%-65.1pp | 345.32%-332.3pp |
| Employer contribution / active EE | $422 | $3,139-86.5% | $2,854-85.2% | $4,762-91.1% |
| Participant deferral / active EE | $1,505 | $4,281-64.8% | $3,885-61.3% | $5,850-74.3% |
| Admin fee / account holder | $18,108 | $6,171+193.5% | $5,351+238.4% | $11,596+56.2% |