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 | $95,292 | $117,025-18.6% | $91,541+4.1% | $85,563+11.4% |
| Participation rate | 18.4% | 64.2%-45.9pp | 69.8%-51.4pp | 66.0%-47.6pp |
| Annual return | 17.21% | 18.02%-0.8pp | 20.50%-3.3pp | 31.51%-14.3pp |
| Employer contribution / active EE | $574 | $2,120-72.9% | $2,505-77.1% | $2,654-78.4% |
| Participant deferral / active EE | $1,304 | $3,446-62.2% | $4,008-67.5% | $4,375-70.2% |
| Admin fee / account holder | $3,752 | $1,242+202.1% | $6,956-46.1% | $834+349.7% |