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 | $37,143 | $52,580-29.4% | $71,671-48.2% | $70,131-47.0% |
| Participation rate | 22.0% | 60.9%-38.9pp | 68.7%-46.8pp | 69.5%-47.6pp |
| Annual return | 16.42% | 20.25%-3.8pp | 20.65%-4.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $574 | $1,616-64.5% | $2,460-76.7% | $2,342-75.5% |
| Participant deferral / active EE | $913 | $2,386-61.7% | $3,438-73.4% | $3,332-72.6% |
| Admin fee / account holder | $9,116 | $3,653+149.6% | $5,558+64.0% | $4,645+96.2% |