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 | $28,641 | $67,894-57.8% | $89,340-67.9% | $82,448-65.3% |
| Participation rate | 37.0% | 64.0%-27.1pp | 69.6%-32.6pp | 68.1%-31.1pp |
| Annual return | 15.25% | 19.21%-4.0pp | 20.57%-5.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $492 | $1,828-73.1% | $2,231-78.0% | $2,551-80.7% |
| Participant deferral / active EE | $1,168 | $3,072-62.0% | $3,823-69.5% | $4,139-71.8% |
| Admin fee / account holder | $470 | $5,723-91.8% | $6,704-93.0% | $7,234-93.5% |