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 | $27,463 | $52,279-47.5% | $89,391-69.3% | $79,858-65.6% |
| Participation rate | 51.1% | 57.5%-6.5pp | 68.0%-16.9pp | 69.6%-18.6pp |
| Annual return | 13.97% | 22.16%-8.2pp | 245.62%-231.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $770 | $1,572-51.0% | $2,586-70.2% | $2,471-68.9% |
| Participant deferral / active EE | $2,480 | $2,740-9.5% | $3,890-36.2% | $3,740-33.7% |
| Admin fee / account holder | $1,747 | $3,356-47.9% | $4,881-64.2% | $5,306-67.1% |