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 | $63,590 | $86,929-26.8% | $102,423-37.9% | $80,856-21.4% |
| Participation rate | 58.4% | 72.4%-13.9pp | 76.5%-18.1pp | 67.6%-9.2pp |
| Annual return | 12.79% | 18.88%-6.1pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,680 | $2,369-29.1% | $3,023-44.4% | $2,755-39.0% |
| Participant deferral / active EE | $3,176 | $4,118-22.9% | $5,053-37.2% | $4,296-26.1% |
| Admin fee / account holder | $14,035 | $8,049+74.4% | $9,451+48.5% | $6,918+102.9% |