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 | $22,098 | $99,877-77.9% | $84,966-74.0% | $145,922-84.9% |
| Participation rate | 45.8% | 74.1%-28.3pp | 67.5%-21.7pp | 80.3%-34.4pp |
| Annual return | 13.54% | 83.76%-70.2pp | 66.38%-52.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,717 | $5,291-67.5% | $4,519-62.0% | $6,688-74.3% |
| Admin fee / account holder | $1,784 | $7,248-75.4% | $6,149-71.0% | $13,397-86.7% |