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 | $27,419 | $38,365-28.5% | $84,611-67.6% | $65,185-57.9% |
| Participation rate | 48.2% | 55.7%-7.4pp | 68.2%-20.0pp | 70.2%-22.0pp |
| Annual return | 28.18% | 32.00%-3.8pp | 258.74%-230.6pp | 29.38%-1.2pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,147 | $2,278+38.1% | $3,899-19.3% | $3,514-10.4% |
| Admin fee / account holder | $3,036 | $451+572.6% | $4,912-38.2% | $847+258.4% |