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 | $25,122 | $49,227-49.0% | $70,449-64.3% | $79,858-68.5% |
| Participation rate | 51.1% | 69.2%-18.1pp | 75.1%-24.0pp | 69.6%-18.5pp |
| Annual return | 10.54% | 30.06%-19.5pp | 109.03%-98.5pp | 31.71%-21.2pp |
| Employer contribution / active EE | $667 | $2,099-68.2% | $2,737-75.6% | $2,471-73.0% |
| Participant deferral / active EE | $1,530 | $2,768-44.7% | $3,709-58.7% | $3,740-59.1% |
| Admin fee / account holder | $2,389 | $2,878-17.0% | $3,845-37.9% | $5,306-55.0% |