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 | $16,796 | $84,233-80.1% | $170,442-90.1% | $70,131-76.1% |
| Participation rate | 66.0% | 70.8%-4.8pp | 83.6%-17.6pp | 69.5%-3.5pp |
| Annual return | 17.69% | 23.06%-5.4pp | 205.93%-188.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $977 | $3,387-71.2% | $5,433-82.0% | $2,342-58.3% |
| Participant deferral / active EE | $2,140 | $3,086-30.6% | $4,939-56.7% | $3,332-35.8% |
| Admin fee / account holder | $3,794 | $5,698-33.4% | $13,880-72.7% | $4,645-18.3% |