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 | $48,997 | $81,208-39.7% | $98,907-50.5% | $79,858-38.6% |
| Participation rate | 67.9% | 72.5%-4.6pp | 76.0%-8.2pp | 69.6%-1.8pp |
| Annual return | 16.40% | 60.99%-44.6pp | 196.43%-180.0pp | 31.71%-15.3pp |
| Employer contribution / active EE | $459 | $1,960-76.6% | $2,689-82.9% | $2,471-81.4% |
| Participant deferral / active EE | $2,269 | $3,265-30.5% | $4,244-46.5% | $3,740-39.3% |
| Admin fee / account holder | $5,838 | $6,013-2.9% | $6,642-12.1% | $5,306+10.0% |