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 | $28,521 | $58,828-51.5% | $77,999-63.4% | $62,891-54.7% |
| Participation rate | 61.2% | 71.1%-9.9pp | 75.5%-14.3pp | 69.3%-8.1pp |
| Annual return | 6.69% | 17.16%-10.5pp | 425.96%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $772 | $1,672-53.8% | $2,470-68.8% | $2,281-66.2% |
| Participant deferral / active EE | $1,853 | $2,686-31.0% | $3,497-47.0% | $3,203-42.2% |
| Admin fee / account holder | $1,788 | $4,393-59.3% | $5,480-67.4% | $4,296-58.4% |