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 | $64,632 | $85,202-24.1% | $172,739-62.6% | $72,985-11.4% |
| Participation rate | 55.6% | 70.1%-14.5pp | 82.6%-27.1pp | 69.5%-13.9pp |
| Annual return | 17.33% | 27.32%-10.0pp | 802.84%-785.5pp | 81.00%-63.7pp |
| Employer contribution / active EE | $930 | $3,324-72.0% | $5,143-81.9% | $2,440-61.9% |
| Participant deferral / active EE | $3,422 | $3,260+5.0% | $5,198-34.2% | $3,607-5.1% |
| Admin fee / account holder | $4,983 | $5,884-15.3% | $13,954-64.3% | $5,124-2.8% |