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 | $26,049 | $48,230-46.0% | $67,502-61.4% | $80,856-67.8% |
| Participation rate | 52.6% | 66.4%-13.7pp | 72.9%-20.2pp | 67.6%-15.0pp |
| Annual return | 14.67% | 18.28%-3.6pp | 3512.12%-3497.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $402 | $2,020-80.1% | $2,731-85.3% | $2,755-85.4% |
| Participant deferral / active EE | $1,526 | $2,924-47.8% | $4,000-61.8% | $4,296-64.5% |
| Admin fee / account holder | $15,851 | $3,681+330.6% | $3,998+296.5% | $6,918+129.1% |