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 | $32,222 | $93,071-65.4% | $74,583-56.8% | $273,961-88.2% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 13.98% | 26.18%-12.2pp | 20.47%-6.5pp | 41.45%-27.5pp |
| Employer contribution / active EE | $2,163 | $3,160-31.6% | $2,525-14.4% | $4,869-55.6% |
| Participant deferral / active EE | $3,649 | $4,160-12.3% | $3,458+5.5% | $5,287-31.0% |
| Admin fee / account holder | $614 | $5,272-88.3% | $4,138-85.2% | $10,132-93.9% |