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 | $139,251 | $93,071+49.6% | $74,583+86.7% | $273,961-49.2% |
| Participation rate | 28.6% | 74.9%-46.4pp | 68.1%-39.5pp | 83.0%-54.4pp |
| Annual return | 5.72% | 26.18%-20.5pp | 20.47%-14.7pp | 41.45%-35.7pp |
| Employer contribution / active EE | $667 | $3,160-78.9% | $2,525-73.6% | $4,869-86.3% |
| Participant deferral / active EE | $3,429 | $4,160-17.6% | $3,458-0.9% | $5,287-35.2% |
| Admin fee / account holder | $598 | $5,272-88.7% | $4,138-85.6% | $10,132-94.1% |