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 | $20,266 | $77,634-73.9% | $156,549-87.1% | $62,891-67.8% |
| Participation rate | 7.4% | 71.2%-63.8pp | 84.0%-76.6pp | 69.3%-61.9pp |
| Annual return | 9.65% | 50.32%-40.7pp | 32.23%-22.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,207 | $3,444-35.9% | $5,501-59.9% | $2,281-3.3% |
| Participant deferral / active EE | $1,261 | $3,045-58.6% | $4,871-74.1% | $3,203-60.6% |
| Admin fee / account holder | $8,783 | $5,561+57.9% | $13,027-32.6% | $4,296+104.5% |