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 7-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 | $38,707 | $48,230-19.7% | $67,502-42.7% | $80,856-52.1% |
| Participation rate | 41.7% | 66.4%-24.7pp | 72.9%-31.2pp | 67.6%-26.0pp |
| Annual return | 11.53% | 18.28%-6.7pp | 3512.12%-3500.6pp | 35.59%-24.1pp |
| Employer contribution / active EE | $721 | $2,020-64.3% | $2,731-73.6% | $2,755-73.8% |
| Participant deferral / active EE | $1,844 | $2,924-36.9% | $4,000-53.9% | $4,296-57.1% |
| Admin fee / account holder | $4,423 | $3,681+20.1% | $3,998+10.6% | $6,918-36.1% |