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 | $39,957 | $67,606-40.9% | $82,313-51.5% | $70,131-43.0% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.9%-14.8pp | 69.5%-7.5pp |
| Annual return | 18.62% | 21.57%-2.9pp | 25.88%-7.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $839 | $1,755-52.2% | $2,428-65.5% | $2,342-64.2% |
| Participant deferral / active EE | $2,003 | $2,987-33.0% | $3,706-46.0% | $3,332-39.9% |
| Admin fee / account holder | $1,484 | $4,512-67.1% | $5,608-73.5% | $4,645-68.1% |