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 | $45,825 | $90,320-49.3% | $59,496-23.0% | $125,391-63.5% |
| Participation rate | 54.5% | 68.3%-13.7pp | 54.6%0pp | 83.2%-28.6pp |
| Annual return | 102.36% | 369.13%-266.8pp | 182.05%-79.7pp | 282.22%-179.9pp |
| Employer contribution / active EE | $192 | $1,792-89.3% | $1,153-83.3% | $4,866-96.0% |
| Participant deferral / active EE | $1,529 | $2,716-43.7% | $1,829-16.4% | $5,352-71.4% |
| Admin fee / account holder | $2,936 | $3,063-4.2% | $2,232+31.5% | $9,540-69.2% |