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 | $29,034 | $64,480-55.0% | $81,382-64.3% | $80,856-64.1% |
| Participation rate | 34.6% | 63.9%-29.3pp | 69.5%-34.9pp | 67.6%-33.0pp |
| Annual return | 14.10% | 16.34%-2.2pp | 24.73%-10.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $764 | $1,978-61.4% | $2,463-69.0% | $2,755-72.3% |
| Participant deferral / active EE | $1,541 | $3,094-50.2% | $3,883-60.3% | $4,296-64.1% |
| Admin fee / account holder | $392 | $5,671-93.1% | $5,768-93.2% | $6,918-94.3% |