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 | $54,309 | $65,365-16.9% | $92,893-41.5% | $72,985-25.6% |
| Participation rate | 38.7% | 68.3%-29.6pp | 76.0%-37.3pp | 69.5%-30.8pp |
| Annual return | 26.76% | 42.10%-15.3pp | 109.41%-82.6pp | 81.00%-54.2pp |
| Employer contribution / active EE | $896 | $2,594-65.5% | $3,653-75.5% | $2,440-63.3% |
| Participant deferral / active EE | $2,129 | $3,128-31.9% | $4,236-49.7% | $3,607-41.0% |
| Admin fee / account holder | $1,337 | $4,251-68.6% | $5,794-76.9% | $5,124-73.9% |