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 | $36,045 | $71,050-49.3% | $93,606-61.5% | $80,856-55.4% |
| Participation rate | 44.0% | 60.4%-16.4pp | 68.7%-24.7pp | 67.6%-23.6pp |
| Annual return | 13.39% | 11.26%+2.1pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $379 | $1,564-75.8% | $2,420-84.3% | $2,755-86.2% |
| Participant deferral / active EE | $2,998 | $4,034-25.7% | $4,411-32.0% | $4,296-30.2% |
| Admin fee / account holder | $23,672 | $6,945+240.9% | $8,285+185.7% | $6,918+242.2% |