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 | $35,302 | $60,349-41.5% | $74,183-52.4% | $62,891-43.9% |
| Participation rate | 40.7% | 72.7%-32.0pp | 76.6%-35.9pp | 69.3%-28.6pp |
| Annual return | 7.68% | 21.37%-13.7pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $895 | $1,680-46.7% | $2,370-62.3% | $2,281-60.8% |
| Participant deferral / active EE | $3,962 | $2,856+38.7% | $3,550+11.6% | $3,203+23.7% |
| Admin fee / account holder | $7,547 | $4,261+77.1% | $5,586+35.1% | $4,296+75.7% |