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 | $36,536 | $65,041-43.8% | $90,951-59.8% | $79,858-54.2% |
| Participation rate | 35.9% | 61.6%-25.7pp | 69.0%-33.1pp | 69.6%-33.7pp |
| Annual return | 17.76% | 30.45%-12.7pp | 134.60%-116.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $350 | $1,247-71.9% | $2,122-83.5% | $2,471-85.8% |
| Participant deferral / active EE | $1,376 | $2,512-45.2% | $3,373-59.2% | $3,740-63.2% |
| Admin fee / account holder | $9,512 | $4,536+109.7% | $5,959+59.6% | $5,306+79.3% |