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 | $11,049 | $49,915-77.9% | $154,803-92.9% | $74,304-85.1% |
| Participation rate | 53.6% | 54.0%-0.3pp | 78.1%-24.5pp | 60.3%-6.7pp |
| Annual return | 23.98% | 34.06%-10.1pp | 58.88%-34.9pp | 29.43%-5.5pp |
| Employer contribution / active EE | $885 | $1,611-45.1% | $4,305-79.4% | $2,241-60.5% |
| Participant deferral / active EE | $1,901 | $2,255-15.7% | $5,540-65.7% | $3,767-49.5% |
| Admin fee / account holder | $680 | $2,189-68.9% | $14,329-95.3% | $2,969-77.1% |