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 | $51,079 | $65,365-21.9% | $92,893-45.0% | $72,985-30.0% |
| Participation rate | 28.6% | 68.3%-39.7pp | 76.0%-47.4pp | 69.5%-40.9pp |
| Annual return | 19.26% | 42.10%-22.8pp | 109.41%-90.2pp | 81.00%-61.7pp |
| Employer contribution / active EE | $608 | $2,594-76.6% | $3,653-83.4% | $2,440-75.1% |
| Participant deferral / active EE | $1,819 | $3,128-41.9% | $4,236-57.1% | $3,607-49.6% |
| Admin fee / account holder | $2,090 | $4,251-50.8% | $5,794-63.9% | $5,124-59.2% |