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 | $62,942 | $88,083-28.5% | $164,813-61.8% | $74,495-15.5% |
| Participation rate | 46.8% | 73.0%-26.3pp | 78.6%-31.8pp | 67.2%-20.4pp |
| Annual return | 18.14% | 17.26%+0.9pp | 69.93%-51.8pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $1,157 | $2,593-55.4% | $4,341-73.3% | $2,623-55.9% |
| Participant deferral / active EE | $2,359 | $4,498-47.6% | $6,031-60.9% | $4,346-45.7% |
| Admin fee / account holder | $6,380 | $2,234+185.6% | $12,690-49.7% | $1,942+228.6% |