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 | $27,794 | $57,354-51.5% | $83,848-66.9% | $64,186-56.7% |
| Participation rate | 47.4% | 68.6%-21.2pp | 76.1%-28.8pp | 69.6%-22.2pp |
| Annual return | 11.11% | 11.38%-0.3pp | 850.88%-839.8pp | 7.63%+3.5pp |
| Employer contribution / active EE | $630 | $2,545-75.3% | $3,631-82.7% | $2,381-73.5% |
| Participant deferral / active EE | $1,803 | $2,993-39.8% | $4,082-55.8% | $3,470-48.0% |
| Admin fee / account holder | $3,378 | $4,046-16.5% | $5,478-38.3% | $4,888-30.9% |