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 | $25,735 | $54,762-53.0% | $90,281-71.5% | $72,985-64.7% |
| Participation rate | 66.7% | 65.1%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 35.94% | 30.63%+5.3pp | 78.10%-42.2pp | 81.00%-45.1pp |
| Employer contribution / active EE | $630 | $2,092-69.9% | $2,854-77.9% | $2,440-74.2% |
| Participant deferral / active EE | $2,302 | $2,887-20.3% | $3,885-40.8% | $3,607-36.2% |
| Admin fee / account holder | $12,633 | $3,972+218.1% | $5,351+136.1% | $5,124+146.5% |