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 | $57,032 | $40,256+41.7% | $57,343-0.5% | $59,632-4.4% |
| Participation rate | 46.7% | 69.2%-22.5pp | 75.1%-28.4pp | 68.7%-22.0pp |
| Annual return | 1.64% | 27.49%-25.8pp | 24.39%-22.7pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $1,265 | $1,922-34.2% | $2,689-53.0% | $2,203-42.6% |
| Participant deferral / active EE | $2,763 | $2,399+15.2% | $3,162-12.6% | $3,192-13.4% |
| Admin fee / account holder | $1,394 | $2,818-50.5% | $3,356-58.4% | $4,297-67.5% |