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 | $60,645 | $65,561-7.5% | $86,188-29.6% | $75,163-19.3% |
| Participation rate | 45.1% | 60.5%-15.4pp | 69.0%-23.9pp | 67.2%-22.1pp |
| Annual return | 14.64% | 46.05%-31.4pp | 1168.45%-1153.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $613 | $1,553-60.5% | $2,380-74.3% | $2,670-77.1% |
| Participant deferral / active EE | $2,351 | $3,024-22.2% | $3,985-41.0% | $4,125-43.0% |
| Admin fee / account holder | $3,110 | $5,474-43.2% | $6,852-54.6% | $5,651-45.0% |