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 | $68,166 | $76,367-10.7% | $93,606-27.2% | $72,985-6.6% |
| Participation rate | 57.4% | 71.7%-14.4pp | 75.8%-18.5pp | 69.5%-12.1pp |
| Annual return | 17.36% | 25.82%-8.5pp | 32.76%-15.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $843 | $2,275-63.0% | $2,718-69.0% | $2,440-65.5% |
| Participant deferral / active EE | $2,246 | $3,538-36.5% | $4,069-44.8% | $3,607-37.7% |
| Admin fee / account holder | $613 | $6,838-91.0% | $7,888-92.2% | $5,124-88.0% |