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 | $27,713 | $72,277-61.7% | $101,248-72.6% | $79,858-65.3% |
| Participation rate | 33.9% | 68.5%-34.6pp | 75.8%-41.9pp | 69.6%-35.7pp |
| Annual return | 17.92% | 22.30%-4.4pp | 46.47%-28.5pp | 31.71%-13.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,119 | $3,282-35.4% | $4,370-51.5% | $3,740-43.3% |
| Admin fee / account holder | $911 | $4,400-79.3% | $5,945-84.7% | $5,306-82.8% |