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 | $36,998 | $80,717-54.2% | $154,803-76.1% | $84,808-56.4% |
| Participation rate | 29.7% | 66.8%-37.1pp | 78.1%-48.3pp | 68.3%-38.6pp |
| Annual return | 13.16% | 37.96%-24.8pp | 58.88%-45.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $676 | $2,761-75.5% | $4,305-84.3% | $2,631-74.3% |
| Participant deferral / active EE | $1,073 | $3,303-67.5% | $5,540-80.6% | $4,212-74.5% |
| Admin fee / account holder | $2,682 | $6,746-60.2% | $14,329-81.3% | $7,344-63.5% |