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 | $71,277 | $72,277-1.4% | $101,248-29.6% | $79,858-10.7% |
| Participation rate | 39.3% | 68.5%-29.2pp | 75.8%-36.5pp | 69.6%-30.3pp |
| Annual return | 14.93% | 22.30%-7.4pp | 46.47%-31.5pp | 31.71%-16.8pp |
| Employer contribution / active EE | $881 | $2,692-67.3% | $3,660-75.9% | $2,471-64.3% |
| Participant deferral / active EE | $2,050 | $3,282-37.5% | $4,370-53.1% | $3,740-45.2% |
| Admin fee / account holder | $1,791 | $4,400-59.3% | $5,945-69.9% | $5,306-66.2% |