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 | $24,110 | $79,449-69.7% | $189,557-87.3% | $85,850-71.9% |
| Participation rate | 43.8% | 66.0%-22.2pp | 78.4%-34.7pp | 69.3%-25.6pp |
| Annual return | 14.98% | 18.45%-3.5pp | 64.17%-49.2pp | 318.53%-303.6pp |
| Employer contribution / active EE | $928 | $2,081-55.4% | $4,412-79.0% | $2,565-63.8% |
| Participant deferral / active EE | $1,469 | $4,051-63.7% | $6,174-76.2% | $3,952-62.8% |
| Admin fee / account holder | $417 | $5,377-92.2% | $9,807-95.7% | $6,260-93.3% |