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 | $44,168 | $72,012-38.7% | $185,823-76.2% | $79,858-44.7% |
| Participation rate | 34.0% | 65.8%-31.7pp | 78.0%-44.0pp | 69.6%-35.6pp |
| Annual return | 25.50% | 23.12%+2.4pp | 35.95%-10.4pp | 31.71%-6.2pp |
| Employer contribution / active EE | $494 | $1,965-74.9% | $4,087-87.9% | $2,471-80.0% |
| Participant deferral / active EE | $1,642 | $3,779-56.6% | $5,632-70.8% | $3,740-56.1% |
| Admin fee / account holder | $547 | $4,513-87.9% | $9,500-94.2% | $5,306-89.7% |