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 | $40,198 | $80,717-50.2% | $154,803-74.0% | $84,808-52.6% |
| Participation rate | 19.4% | 66.8%-47.5pp | 78.1%-58.7pp | 68.3%-49.0pp |
| Annual return | 17.12% | 37.96%-20.8pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $722 | $2,761-73.9% | $4,305-83.2% | $2,631-72.6% |
| Participant deferral / active EE | $2,098 | $3,303-36.5% | $5,540-62.1% | $4,212-50.2% |
| Admin fee / account holder | $2,820 | $6,746-58.2% | $14,329-80.3% | $7,344-61.6% |