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 | $16,433 | $90,503-81.8% | $78,689-79.1% | $273,961-94.0% |
| Participation rate | 68.2% | 76.5%-8.3pp | 73.6%-5.4pp | 83.0%-14.8pp |
| Annual return | 7.05% | 75.60%-68.6pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,223 | $3,176-61.5% | $2,851-57.1% | $4,869-74.9% |
| Participant deferral / active EE | $4,084 | $3,901+4.7% | $3,517+16.1% | $5,287-22.7% |
| Admin fee / account holder | $530 | $5,263-89.9% | $4,510-88.3% | $10,132-94.8% |