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 | $61,601 | $51,638+19.3% | $68,368-9.9% | $82,448-25.3% |
| Participation rate | 29.7% | 63.6%-33.9pp | 73.8%-44.0pp | 68.1%-38.3pp |
| Annual return | 17.83% | 37.53%-19.7pp | 292.57%-274.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $376 | $2,047-81.6% | $2,649-85.8% | $2,551-85.2% |
| Participant deferral / active EE | $2,512 | $2,914-13.8% | $4,123-39.1% | $4,139-39.3% |
| Admin fee / account holder | $622 | $4,643-86.6% | $5,150-87.9% | $7,234-91.4% |