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 | $40,559 | $71,050-42.9% | $93,606-56.7% | $80,856-49.8% |
| Participation rate | 58.6% | 60.4%-1.8pp | 68.7%-10.1pp | 67.6%-9.0pp |
| Annual return | 14.32% | 11.26%+3.1pp | 133.20%-118.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $410 | $1,564-73.8% | $2,420-83.1% | $2,755-85.1% |
| Participant deferral / active EE | $2,486 | $4,034-38.4% | $4,411-43.6% | $4,296-42.1% |
| Admin fee / account holder | $1,870 | $6,945-73.1% | $8,285-77.4% | $6,918-73.0% |