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 | $32,675 | $43,075-24.1% | $74,583-56.2% | $62,891-48.0% |
| Participation rate | 61.7% | 58.1%+3.7pp | 68.1%-6.4pp | 69.3%-7.6pp |
| Annual return | 9.54% | 17.50%-8.0pp | 20.47%-10.9pp | 20.14%-10.6pp |
| Employer contribution / active EE | $767 | $1,498-48.8% | $2,525-69.6% | $2,281-66.4% |
| Participant deferral / active EE | $1,999 | $2,389-16.3% | $3,458-42.2% | $3,203-37.6% |
| Admin fee / account holder | $1,719 | $2,840-39.5% | $4,138-58.5% | $4,296-60.0% |