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 | $20,375 | $112,729-81.9% | $98,716-79.4% | $137,256-85.2% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.3%-0.5pp | 80.0%-11.2pp |
| Annual return | 15.09% | 38.48%-23.4pp | 31.81%-16.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $650 | $2,725-76.1% | $2,279-71.5% | $4,156-84.4% |
| Participant deferral / active EE | $1,444 | $4,640-68.9% | $4,048-64.3% | $6,407-77.5% |
| Admin fee / account holder | $2,527 | $10,129-75.0% | $8,703-71.0% | $12,270-79.4% |