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 | $53,412 | $30,400+75.7% | $53,898-0.9% | $84,808-37.0% |
| Participation rate | 11.4% | 46.4%-35.1pp | 55.0%-43.6pp | 68.3%-56.9pp |
| Annual return | 16.75% | 500.19%-483.4pp | 528.60%-511.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,066 | $1,199-11.0% | $1,826-41.6% | $4,212-74.7% |
| Admin fee / account holder | $5,073 | $1,993+154.5% | $2,491+103.7% | $7,344-30.9% |