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 | $25,518 | $54,541-53.2% | $78,778-67.6% | $70,131-63.6% |
| Participation rate | 53.6% | 60.8%-7.2pp | 69.2%-15.6pp | 69.5%-16.0pp |
| Annual return | 14.31% | 21.07%-6.8pp | 35.62%-21.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $520 | $1,089-52.2% | $1,986-73.8% | $2,342-77.8% |
| Participant deferral / active EE | $1,041 | $2,210-52.9% | $2,958-64.8% | $3,332-68.8% |
| Admin fee / account holder | $729 | $3,709-80.4% | $5,134-85.8% | $4,645-84.3% |