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 | $37,080 | $83,477-55.6% | $125,175-70.4% | $72,985-49.2% |
| Participation rate | 52.0% | 73.3%-21.3pp | 79.8%-27.8pp | 69.5%-17.5pp |
| Annual return | 20.64% | 25.78%-5.1pp | 43.79%-23.1pp | 81.00%-60.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,121 | $3,585+42.8% | $4,937+3.7% | $3,607+42.0% |
| Admin fee / account holder | $4,261 | $5,517-22.8% | $9,702-56.1% | $5,124-16.8% |