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 | $64,929 | $48,364+34.3% | $71,796-9.6% | $62,891+3.2% |
| Participation rate | 24.0% | 60.6%-36.7pp | 69.1%-45.2pp | 69.3%-45.3pp |
| Annual return | 8.51% | 13.16%-4.6pp | 78.04%-69.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $377 | $1,042-63.9% | $1,924-80.4% | $2,281-83.5% |
| Participant deferral / active EE | $1,098 | $2,091-47.5% | $2,794-60.7% | $3,203-65.7% |
| Admin fee / account holder | $491 | $3,771-87.0% | $4,815-89.8% | $4,296-88.6% |