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 | $56,544 | $54,762+3.3% | $90,281-37.4% | $72,985-22.5% |
| Participation rate | 56.8% | 65.1%-8.3pp | 73.3%-16.5pp | 69.5%-12.7pp |
| Annual return | 25.26% | 30.63%-5.4pp | 78.10%-52.8pp | 81.00%-55.7pp |
| Employer contribution / active EE | $988 | $2,092-52.8% | $2,854-65.4% | $2,440-59.5% |
| Participant deferral / active EE | $2,063 | $2,887-28.5% | $3,885-46.9% | $3,607-42.8% |
| Admin fee / account holder | $396 | $3,972-90.0% | $5,351-92.6% | $5,124-92.3% |