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 | $22,449 | $45,035-50.2% | $62,995-64.4% | $70,131-68.0% |
| Participation rate | 69.0% | 69.5%-0.5pp | 74.8%-5.8pp | 69.5%-0.5pp |
| Annual return | 12.75% | 18.76%-6.0pp | 87.57%-74.8pp | 73.14%-60.4pp |
| Employer contribution / active EE | $765 | $2,051-62.7% | $2,759-72.3% | $2,342-67.3% |
| Participant deferral / active EE | $1,684 | $2,465-31.7% | $3,329-49.4% | $3,332-49.5% |
| Admin fee / account holder | $3,231 | $2,834+14.0% | $3,600-10.3% | $4,645-30.5% |