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 | $74,322 | $148,534-50.0% | $135,903-45.3% | $139,434-46.7% |
| Participation rate | 39.1% | 83.9%-44.7pp | 81.9%-42.8pp | 80.3%-41.2pp |
| Annual return | 14.73% | 79.19%-64.5pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,973 | $8,100-1.6% | $7,758+2.8% | $6,710+18.8% |
| Admin fee / account holder | $2,902 | $12,400-76.6% | $10,762-73.0% | $11,403-74.6% |