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 | $61,818 | $49,915+23.8% | $154,803-60.1% | $74,304-16.8% |
| Participation rate | 24.5% | 54.0%-29.5pp | 78.1%-53.6pp | 60.3%-35.9pp |
| Annual return | 16.27% | 34.06%-17.8pp | 58.88%-42.6pp | 29.43%-13.2pp |
| Employer contribution / active EE | $477 | $1,611-70.4% | $4,305-88.9% | $2,241-78.7% |
| Participant deferral / active EE | $1,446 | $2,255-35.9% | $5,540-73.9% | $3,767-61.6% |
| Admin fee / account holder | $6,812 | $2,189+211.2% | $14,329-52.5% | $2,969+129.5% |