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 | $32,028 | $52,519-39.0% | $155,790-79.4% | $59,632-46.3% |
| Participation rate | 55.6% | 61.7%-6.2pp | 76.1%-20.5pp | 68.7%-13.1pp |
| Annual return | 14.00% | 53.51%-39.5pp | 71.54%-57.5pp | 2041.28%-2027.3pp |
| Employer contribution / active EE | $261 | $1,589-83.5% | $3,836-93.2% | $2,203-88.1% |
| Participant deferral / active EE | $1,559 | $3,084-49.5% | $4,797-67.5% | $3,192-51.2% |
| Admin fee / account holder | $1,784 | $3,540-49.6% | $7,478-76.1% | $4,297-58.5% |