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 | $20,475 | $88,707-76.9% | $74,183-72.4% | $273,961-92.5% |
| Participation rate | 68.2% | 79.4%-11.3pp | 76.6%-8.4pp | 83.0%-14.8pp |
| Annual return | 4.51% | 11.94%-7.4pp | 17.74%-13.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $984 | $3,159-68.8% | $2,370-58.5% | $4,869-79.8% |
| Participant deferral / active EE | $1,938 | $4,212-54.0% | $3,550-45.4% | $5,287-63.4% |
| Admin fee / account holder | $2,858 | $8,717-67.2% | $5,586-48.8% | $10,132-71.8% |