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 | $22,686 | $45,035-49.6% | $62,995-64.0% | $70,131-67.7% |
| Participation rate | 42.4% | 69.5%-27.1pp | 74.8%-32.4pp | 69.5%-27.1pp |
| Annual return | 31.73% | 18.76%+13.0pp | 87.57%-55.8pp | 73.14%-41.4pp |
| Employer contribution / active EE | $1,750 | $2,051-14.7% | $2,759-36.6% | $2,342-25.3% |
| Participant deferral / active EE | $2,114 | $2,465-14.2% | $3,329-36.5% | $3,332-36.6% |
| Admin fee / account holder | $686 | $2,834-75.8% | $3,600-80.9% | $4,645-85.2% |