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 | $54,021 | $89,753-39.8% | $107,525-49.8% | $84,808-36.3% |
| Participation rate | 48.6% | 68.1%-19.4pp | 75.1%-26.4pp | 68.3%-19.7pp |
| Annual return | 18.10% | 29.48%-11.4pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,183 | $3,113-62.0% | $3,754-68.5% | $2,631-55.0% |
| Participant deferral / active EE | $3,049 | $4,056-24.8% | $5,116-40.4% | $4,212-27.6% |
| Admin fee / account holder | $7,380 | $7,222+2.2% | $8,919-17.2% | $7,344+0.5% |