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 | $31,330 | $60,349-48.1% | $74,183-57.8% | $62,891-50.2% |
| Participation rate | 53.4% | 72.7%-19.3pp | 76.6%-23.2pp | 69.3%-15.9pp |
| Annual return | 8.23% | 21.37%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $516 | $1,680-69.3% | $2,370-78.2% | $2,281-77.4% |
| Participant deferral / active EE | $1,594 | $2,856-44.2% | $3,550-55.1% | $3,203-50.2% |
| Admin fee / account holder | $633 | $4,261-85.2% | $5,586-88.7% | $4,296-85.3% |