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 | $41,329 | $118,450-65.1% | $98,439-58.0% | $139,434-70.4% |
| Participation rate | 68.4% | 77.4%-9.0pp | 75.2%-6.7pp | 80.3%-11.9pp |
| Annual return | 13.63% | 18.94%-5.3pp | 21.16%-7.5pp | 372.94%-359.3pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,545 | $5,392-52.8% | $4,738-46.3% | $6,710-62.1% |
| Admin fee / account holder | $1,726 | $14,026-87.7% | $8,948-80.7% | $11,403-84.9% |