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 | $29,232 | $77,899-62.5% | $149,673-80.5% | $75,163-61.1% |
| Participation rate | 51.0% | 65.6%-14.6pp | 78.8%-27.7pp | 67.2%-16.2pp |
| Annual return | 23.64% | 31.72%-8.1pp | 134.42%-110.8pp | 160.62%-137.0pp |
| Employer contribution / active EE | $874 | $3,137-72.1% | $4,818-81.9% | $2,670-67.3% |
| Participant deferral / active EE | $1,328 | $3,411-61.1% | $5,680-76.6% | $4,125-67.8% |
| Admin fee / account holder | $995 | $5,956-83.3% | $13,210-92.5% | $5,651-82.4% |