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 | $35,621 | $183,519-80.6% | $155,509-77.1% | $145,922-75.6% |
| Participation rate | 22.2% | 82.7%-60.4pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 9.83% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.5pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,838 | $6,462-71.6% | $5,626-67.3% | $6,688-72.5% |
| Admin fee / account holder | $18,854 | $19,313-2.4% | $15,912+18.5% | $13,397+40.7% |