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 | $25,072 | $27,827-9.9% | $65,255-61.6% | $71,457-64.9% |
| Participation rate | 32.1% | 57.6%-25.6pp | 65.0%-32.9pp | 67.9%-35.9pp |
| Annual return | 19.79% | 41.58%-21.8pp | 47.35%-27.6pp | 28.85%-9.1pp |
| Employer contribution / active EE | $882 | $1,405-37.2% | $1,691-47.9% | $2,588-65.9% |
| Participant deferral / active EE | $1,781 | $1,861-4.3% | $2,831-37.1% | $4,289-58.5% |
| Admin fee / account holder | $872 | $3,850-77.3% | $4,112-78.8% | $1,587-45.0% |