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 | $19,787 | $63,703-68.9% | $93,063-78.7% | $82,448-76.0% |
| Participation rate | 58.3% | 63.8%-5.5pp | 72.1%-13.8pp | 68.1%-9.7pp |
| Annual return | 15.26% | -775.43%+790.7pp | 34.15%-18.9pp | 41.64%-26.4pp |
| Employer contribution / active EE | $818 | $1,729-52.7% | $2,476-66.9% | $2,551-67.9% |
| Participant deferral / active EE | $2,318 | $2,919-20.6% | $3,958-41.4% | $4,139-44.0% |
| Admin fee / account holder | $334 | $5,982-94.4% | $6,033-94.5% | $7,234-95.4% |