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 | $35,942 | $109,817-67.3% | $98,442-63.5% | $167,490-78.5% |
| Participation rate | 58.8% | 75.8%-17.0pp | 73.3%-14.5pp | 82.1%-23.3pp |
| Annual return | 10.12% | 1956.69%-1946.6pp | 1492.73%-1482.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $1,286 | $3,224-60.1% | $2,960-56.5% | $4,837-73.4% |
| Participant deferral / active EE | $1,978 | $4,673-57.7% | $4,276-53.7% | $6,341-68.8% |
| Admin fee / account holder | $714 | $6,753-89.4% | $5,949-88.0% | $12,309-94.2% |