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 | $38,462 | $74,927-48.7% | $101,794-62.2% | $84,808-54.6% |
| Participation rate | 67.7% | 61.4%+6.3pp | 69.2%-1.4pp | 68.3%-0.6pp |
| Annual return | 13.10% | 18.70%-5.6pp | 30.53%-17.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $868 | $1,522-42.9% | $2,289-62.1% | $2,631-67.0% |
| Participant deferral / active EE | $1,357 | $3,099-56.2% | $4,084-66.8% | $4,212-67.8% |
| Admin fee / account holder | $4,647 | $6,514-28.7% | $8,777-47.1% | $7,344-36.7% |