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 | $19,545 | $48,046-59.3% | $84,611-76.9% | $72,985-73.2% |
| Participation rate | 63.9% | 57.6%+6.3pp | 68.2%-4.3pp | 69.5%-5.6pp |
| Annual return | 23.78% | 37.38%-13.6pp | 258.74%-235.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $384 | $1,602-76.1% | $2,652-85.5% | $2,440-84.3% |
| Participant deferral / active EE | $2,133 | $2,680-20.4% | $3,899-45.3% | $3,607-40.9% |
| Admin fee / account holder | $3,954 | $3,395+16.5% | $4,912-19.5% | $5,124-22.8% |