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 | $24,278 | $65,041-62.7% | $90,951-73.3% | $79,858-69.6% |
| Participation rate | 68.5% | 61.6%+6.9pp | 69.0%-0.5pp | 69.6%-1.1pp |
| Annual return | 23.65% | 30.45%-6.8pp | 134.60%-110.9pp | 31.71%-8.1pp |
| Employer contribution / active EE | $1,478 | $1,247+18.5% | $2,122-30.3% | $2,471-40.2% |
| Participant deferral / active EE | $2,162 | $2,512-13.9% | $3,373-35.9% | $3,740-42.2% |
| Admin fee / account holder | $4,461 | $4,536-1.6% | $5,959-25.1% | $5,306-15.9% |