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 | $45,507 | $101,724-55.3% | $164,813-72.4% | $80,856-43.7% |
| Participation rate | 55.1% | 71.8%-16.8pp | 78.6%-23.5pp | 67.6%-12.6pp |
| Annual return | 16.92% | 16.72%+0.2pp | 69.93%-53.0pp | 35.59%-18.7pp |
| Employer contribution / active EE | $895 | $2,953-69.7% | $4,341-79.4% | $2,755-67.5% |
| Participant deferral / active EE | $2,338 | $4,477-47.8% | $6,031-61.2% | $4,296-45.6% |
| Admin fee / account holder | $6,516 | $8,227-20.8% | $12,690-48.7% | $6,918-5.8% |