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 | $34,152 | $80,968-57.8% | $96,544-64.6% | $75,163-54.6% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 24.65% | 27.06%-2.4pp | 25.84%-1.2pp | 160.62%-136.0pp |
| Employer contribution / active EE | $1,017 | $2,282-55.4% | $2,965-65.7% | $2,670-61.9% |
| Participant deferral / active EE | $2,166 | $3,928-44.8% | $4,851-55.3% | $4,125-47.5% |
| Admin fee / account holder | $2,550 | $6,724-62.1% | $8,252-69.1% | $5,651-54.9% |