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 | $75,998 | $86,929-12.6% | $102,423-25.8% | $80,856-6.0% |
| Participation rate | 43.7% | 72.4%-28.7pp | 76.5%-32.8pp | 67.6%-24.0pp |
| Annual return | 16.96% | 18.88%-1.9pp | 29.32%-12.4pp | 35.59%-18.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,291 | $4,118-44.4% | $5,053-54.7% | $4,296-46.7% |
| Admin fee / account holder | $833 | $8,049-89.6% | $9,451-91.2% | $6,918-88.0% |