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 | $31,675 | $46,869-32.4% | $122,332-74.1% | $70,131-54.8% |
| Participation rate | 60.5% | 58.2%+2.3pp | 71.6%-11.1pp | 69.5%-9.0pp |
| Annual return | 16.02% | 24.22%-8.2pp | 30.27%-14.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $907 | $1,288-29.6% | $4,050-77.6% | $2,342-61.3% |
| Participant deferral / active EE | $1,878 | $2,166-13.3% | $3,287-42.9% | $3,332-43.6% |
| Admin fee / account holder | $2,546 | $3,322-23.4% | $5,478-53.5% | $4,645-45.2% |