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 | $84,527 | $133,922-36.9% | $116,228-27.3% | $142,382-40.6% |
| Participation rate | 41.2% | 77.9%-36.7pp | 74.6%-33.4pp | 80.1%-38.9pp |
| Annual return | 13.29% | 147.76%-134.5pp | 90.06%-76.8pp | 217.08%-203.8pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,162 | $5,672-26.6% | $4,953-16.0% | $6,507-36.0% |
| Admin fee / account holder | $48,786 | $14,945+226.4% | $11,989+306.9% | $12,624+286.5% |