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 | $51,988 | $51,638+0.7% | $68,368-24.0% | $82,448-36.9% |
| Participation rate | 22.7% | 63.6%-40.9pp | 73.8%-51.0pp | 68.1%-45.3pp |
| Annual return | 17.61% | 37.53%-19.9pp | 292.57%-275.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $661 | $2,047-67.7% | $2,649-75.0% | $2,551-74.1% |
| Participant deferral / active EE | $1,464 | $2,914-49.7% | $4,123-64.5% | $4,139-64.6% |
| Admin fee / account holder | $5,452 | $4,643+17.4% | $5,150+5.9% | $7,234-24.6% |