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 | $39,049 | $53,822-27.4% | $75,696-48.4% | $85,850-54.5% |
| Participation rate | 47.4% | 69.1%-21.6pp | 74.8%-27.4pp | 69.3%-21.9pp |
| Annual return | 24.76% | 24.54%+0.2pp | 104.53%-79.8pp | 318.53%-293.8pp |
| Employer contribution / active EE | $739 | $2,017-63.4% | $2,743-73.1% | $2,565-71.2% |
| Participant deferral / active EE | $1,984 | $2,895-31.5% | $3,821-48.1% | $3,952-49.8% |
| Admin fee / account holder | $1,429 | $3,343-57.3% | $3,619-60.5% | $6,260-77.2% |