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 7-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 | $60,197 | $71,050-15.3% | $93,606-35.7% | $80,856-25.6% |
| Participation rate | 56.3% | 60.4%-4.2pp | 68.7%-12.5pp | 67.6%-11.4pp |
| Annual return | 11.52% | 11.26%+0.3pp | 133.20%-121.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $873 | $1,564-44.2% | $2,420-63.9% | $2,755-68.3% |
| Participant deferral / active EE | $1,703 | $4,034-57.8% | $4,411-61.4% | $4,296-60.3% |
| Admin fee / account holder | $1,920 | $6,945-72.4% | $8,285-76.8% | $6,918-72.2% |