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 | $69,532 | $232,540-70.1% | $185,117-62.4% | $147,584-52.9% |
| Participation rate | 41.7% | 82.4%-40.7pp | 77.3%-35.6pp | 82.8%-41.2pp |
| Annual return | 16.65% | 43.03%-26.4pp | 40.50%-23.8pp | 578.55%-561.9pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,399 | $5,834-76.0% | $5,045-72.3% | $5,439-74.3% |
| Admin fee / account holder | $6,350 | $10,275-38.2% | $8,159-22.2% | $10,885-41.7% |