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 | $44,128 | $57,541-23.3% | $95,745-53.9% | $75,163-41.3% |
| Participation rate | 34.2% | 62.5%-28.3pp | 72.3%-38.0pp | 67.2%-32.9pp |
| Annual return | 14.96% | 34.93%-20.0pp | 28.35%-13.4pp | 160.62%-145.7pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,990 | $3,074-35.3% | $4,245-53.1% | $4,125-51.8% |
| Admin fee / account holder | $1,032 | $4,099-74.8% | $5,678-81.8% | $5,651-81.7% |