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 | $31,286 | $56,897-45.0% | $84,750-63.1% | $62,891-50.3% |
| Participation rate | 33.3% | 68.5%-35.2pp | 76.6%-43.3pp | 69.3%-36.0pp |
| Annual return | 6.54% | 6.30%+0.2pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $622 | $2,400-74.1% | $3,574-82.6% | $2,281-72.7% |
| Participant deferral / active EE | $2,699 | $2,709-0.4% | $3,712-27.3% | $3,203-15.7% |
| Admin fee / account holder | $22,411 | $3,581+525.8% | $5,332+320.3% | $4,296+421.7% |