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 | $26,934 | $72,277-62.7% | $101,248-73.4% | $79,858-66.3% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 16.05% | 22.30%-6.2pp | 46.47%-30.4pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,514 | $2,692-43.8% | $3,660-58.6% | $2,471-38.7% |
| Participant deferral / active EE | $3,205 | $3,282-2.3% | $4,370-26.7% | $3,740-14.3% |
| Admin fee / account holder | $311 | $4,400-92.9% | $5,945-94.8% | $5,306-94.1% |