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 | $26,794 | $39,019-31.3% | $80,716-66.8% | $85,850-68.8% |
| Participation rate | 44.0% | 41.5%+2.5pp | 54.2%-10.2pp | 69.3%-25.3pp |
| Annual return | 14.50% | 26.27%-11.8pp | 87.28%-72.8pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,665 | $722+130.6% | $1,160+43.5% | $2,565-35.1% |
| Participant deferral / active EE | $1,621 | $1,326+22.3% | $2,146-24.4% | $3,952-59.0% |
| Admin fee / account holder | $1,393 | $2,431-42.7% | $3,380-58.8% | $6,260-77.8% |