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 | $54,026 | $73,933-26.9% | $96,683-44.1% | $75,163-28.1% |
| Participation rate | 27.0% | 66.4%-39.4pp | 74.3%-47.4pp | 67.2%-40.2pp |
| Annual return | 15.54% | 26.70%-11.2pp | 35.69%-20.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $799 | $2,928-72.7% | $3,737-78.6% | $2,670-70.1% |
| Participant deferral / active EE | $1,779 | $3,659-51.4% | $4,878-63.5% | $4,125-56.9% |
| Admin fee / account holder | $3,235 | $5,216-38.0% | $6,730-51.9% | $5,651-42.7% |