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 | $49,588 | $51,466-3.6% | $78,778-37.1% | $62,292-20.4% |
| Participation rate | 52.5% | 59.8%-7.3pp | 69.2%-16.7pp | 69.5%-17.0pp |
| Annual return | 18.29% | 19.96%-1.7pp | 35.62%-17.3pp | 28.90%-10.6pp |
| Employer contribution / active EE | $832 | $827+0.6% | $1,986-58.1% | $2,042-59.3% |
| Participant deferral / active EE | $1,647 | $2,147-23.3% | $2,958-44.3% | $3,169-48.0% |
| Admin fee / account holder | $4,998 | $489+921.4% | $5,134-2.6% | $479+942.7% |