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 | $26,283 | $58,264-54.9% | $86,612-69.7% | $71,457-63.2% |
| Participation rate | 56.7% | 65.0%-8.3pp | 71.7%-15.0pp | 67.9%-11.2pp |
| Annual return | 20.65% | 21.63%-1.0pp | 591.07%-570.4pp | 28.85%-8.2pp |
| Employer contribution / active EE | $807 | $2,574-68.7% | $3,022-73.3% | $2,588-68.8% |
| Participant deferral / active EE | $2,409 | $3,436-29.9% | $4,438-45.7% | $4,289-43.8% |
| Admin fee / account holder | $1,697 | $1,057+60.5% | $5,614-69.8% | $1,587+6.9% |