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 | $23,993 | $65,365-63.3% | $92,893-74.2% | $72,985-67.1% |
| Participation rate | 64.8% | 68.3%-3.5pp | 76.0%-11.2pp | 69.5%-4.7pp |
| Annual return | 39.11% | 42.10%-3.0pp | 109.41%-70.3pp | 81.00%-41.9pp |
| Employer contribution / active EE | $803 | $2,594-69.0% | $3,653-78.0% | $2,440-67.1% |
| Participant deferral / active EE | $2,529 | $3,128-19.2% | $4,236-40.3% | $3,607-29.9% |
| Admin fee / account holder | $836 | $4,251-80.3% | $5,794-85.6% | $5,124-83.7% |