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 | $17,922 | $47,848-62.5% | $81,478-78.0% | $70,131-74.4% |
| Participation rate | 52.8% | 58.3%-5.5pp | 68.0%-15.2pp | 69.5%-16.8pp |
| Annual return | 18.36% | 27.25%-8.9pp | 38.78%-20.4pp | 73.14%-54.8pp |
| Employer contribution / active EE | $784 | $1,527-48.6% | $2,568-69.5% | $2,342-66.5% |
| Participant deferral / active EE | $2,269 | $2,453-7.5% | $3,537-35.9% | $3,332-31.9% |
| Admin fee / account holder | $661 | $3,145-79.0% | $4,561-85.5% | $4,645-85.8% |