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 | $29,981 | $72,400-58.6% | $67,502-55.6% | $145,922-79.5% |
| Participation rate | 26.3% | 76.9%-50.5pp | 72.9%-46.6pp | 80.3%-54.0pp |
| Annual return | 10.51% | 7182.46%-7172.0pp | 3512.12%-3501.6pp | 561.29%-550.8pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,329 | $4,783-72.2% | $4,000-66.8% | $6,688-80.1% |
| Admin fee / account holder | $8,422 | $5,539+52.1% | $3,998+110.7% | $13,397-37.1% |