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 | $41,128 | $48,076-14.5% | $78,689-47.7% | $62,891-34.6% |
| Participation rate | 48.5% | 65.2%-16.7pp | 73.6%-25.1pp | 69.3%-20.8pp |
| Annual return | 7.06% | 31.35%-24.3pp | 62.18%-55.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,229 | $2,015+10.7% | $2,851-21.8% | $2,281-2.3% |
| Participant deferral / active EE | $3,206 | $2,588+23.9% | $3,517-8.8% | $3,203+0.1% |
| Admin fee / account holder | $1,579 | $3,207-50.8% | $4,510-65.0% | $4,296-63.2% |