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 | $31,004 | $54,541-43.2% | $78,778-60.6% | $70,131-55.8% |
| Participation rate | 64.8% | 60.8%+4.0pp | 69.2%-4.4pp | 69.5%-4.7pp |
| Annual return | 14.69% | 21.07%-6.4pp | 35.62%-20.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $453 | $1,089-58.4% | $1,986-77.2% | $2,342-80.7% |
| Participant deferral / active EE | $1,410 | $2,210-36.2% | $2,958-52.3% | $3,332-57.7% |
| Admin fee / account holder | $385 | $3,709-89.6% | $5,134-92.5% | $4,645-91.7% |