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 | $14,921 | $48,076-69.0% | $78,689-81.0% | $62,891-76.3% |
| Participation rate | 53.8% | 65.2%-11.4pp | 73.6%-19.7pp | 69.3%-15.5pp |
| Annual return | 6.28% | 31.35%-25.1pp | 62.18%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $795 | $2,015-60.5% | $2,851-72.1% | $2,281-65.2% |
| Participant deferral / active EE | $878 | $2,588-66.1% | $3,517-75.0% | $3,203-72.6% |
| Admin fee / account holder | $1,132 | $3,207-64.7% | $4,510-74.9% | $4,296-73.7% |