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 | $22,048 | $63,346-65.2% | $92,233-76.1% | $70,131-68.6% |
| Participation rate | 63.2% | 68.7%-5.5pp | 76.5%-13.3pp | 69.5%-6.4pp |
| Annual return | 17.09% | 530.12%-513.0pp | 176.28%-159.2pp | 73.14%-56.0pp |
| Employer contribution / active EE | $681 | $2,471-72.4% | $3,679-81.5% | $2,342-70.9% |
| Participant deferral / active EE | $1,416 | $2,854-50.4% | $3,897-63.7% | $3,332-57.5% |
| Admin fee / account holder | $444 | $3,840-88.4% | $5,194-91.5% | $4,645-90.4% |