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 | $21,607 | $49,227-56.1% | $70,449-69.3% | $79,858-72.9% |
| Participation rate | 33.3% | 69.2%-35.8pp | 75.1%-41.7pp | 69.6%-36.3pp |
| Annual return | 22.57% | 30.06%-7.5pp | 109.03%-86.5pp | 31.71%-9.1pp |
| Employer contribution / active EE | $382 | $2,099-81.8% | $2,737-86.0% | $2,471-84.5% |
| Participant deferral / active EE | $1,164 | $2,768-57.9% | $3,709-68.6% | $3,740-68.9% |
| Admin fee / account holder | $1,338 | $2,878-53.5% | $3,845-65.2% | $5,306-74.8% |