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 | $62,773 | $63,346-0.9% | $92,233-31.9% | $70,131-10.5% |
| Participation rate | 59.0% | 68.7%-9.7pp | 76.5%-17.5pp | 69.5%-10.5pp |
| Annual return | 16.05% | 530.12%-514.1pp | 176.28%-160.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,150 | $2,471-13.0% | $3,679-41.6% | $2,342-8.2% |
| Participant deferral / active EE | $4,733 | $2,854+65.8% | $3,897+21.5% | $3,332+42.1% |
| Admin fee / account holder | $10,747 | $3,840+179.9% | $5,194+106.9% | $4,645+131.3% |