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 | $64,479 | $162,781-60.4% | $133,956-51.9% | $158,922-59.4% |
| Participation rate | 34.8% | 83.2%-48.4pp | 79.8%-45.1pp | 82.0%-47.2pp |
| Annual return | 26.82% | 41.94%-15.1pp | 45.09%-18.3pp | 302.83%-276.0pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,144 | $5,911-29.9% | $5,048-17.9% | $5,982-30.7% |
| Admin fee / account holder | $689 | $11,736-94.1% | $8,927-92.3% | $11,246-93.9% |