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 | $35,076 | $66,402-47.2% | $109,895-68.1% | $85,850-59.1% |
| Participation rate | 37.3% | 63.9%-26.5pp | 74.2%-36.9pp | 69.3%-32.0pp |
| Annual return | 15.81% | 19.59%-3.8pp | 29.45%-13.6pp | 318.53%-302.7pp |
| Employer contribution / active EE | $654 | $1,687-61.2% | $2,842-77.0% | $2,565-74.5% |
| Participant deferral / active EE | $2,062 | $2,842-27.5% | $4,048-49.1% | $3,952-47.8% |
| Admin fee / account holder | $8,929 | $4,557+95.9% | $6,066+47.2% | $6,260+42.6% |