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 | $34,347 | $100,852-65.9% | $90,404-62.0% | $158,922-78.4% |
| Participation rate | 13.3% | 75.0%-61.7pp | 72.7%-59.3pp | 82.0%-68.6pp |
| Annual return | 9.51% | 1724.20%-1714.7pp | 1293.02%-1283.5pp | 302.83%-293.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $762 | $4,348-82.5% | $3,963-80.8% | $5,982-87.3% |
| Admin fee / account holder | $20,995 | $6,501+222.9% | $5,611+274.2% | $11,246+86.7% |