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 | $74,494 | $58,828+26.6% | $77,999-4.5% | $62,891+18.4% |
| Participation rate | 33.3% | 71.1%-37.7pp | 75.5%-42.2pp | 69.3%-36.0pp |
| Annual return | 6.44% | 17.16%-10.7pp | 425.96%-419.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $305 | $1,672-81.7% | $2,470-87.6% | $2,281-86.6% |
| Participant deferral / active EE | $1,220 | $2,686-54.6% | $3,497-65.1% | $3,203-61.9% |
| Admin fee / account holder | $5,922 | $4,393+34.8% | $5,480+8.1% | $4,296+37.9% |