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 | $14,843 | $43,075-65.5% | $74,583-80.1% | $62,891-76.4% |
| Participation rate | 67.6% | 58.1%+9.5pp | 68.1%-0.5pp | 69.3%-1.7pp |
| Annual return | 11.21% | 17.50%-6.3pp | 20.47%-9.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $2,476 | $1,498+65.3% | $2,525-2.0% | $2,281+8.5% |
| Participant deferral / active EE | $5,212 | $2,389+118.1% | $3,458+50.7% | $3,203+62.7% |
| Admin fee / account holder | $2,104 | $2,840-25.9% | $4,138-49.2% | $4,296-51.0% |