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 | $70,076 | $73,933-5.2% | $96,683-27.5% | $75,163-6.8% |
| Participation rate | 38.6% | 66.4%-27.9pp | 74.3%-35.8pp | 67.2%-28.6pp |
| Annual return | 15.17% | 26.70%-11.5pp | 35.69%-20.5pp | 160.62%-145.5pp |
| Employer contribution / active EE | $883 | $2,928-69.8% | $3,737-76.4% | $2,670-66.9% |
| Participant deferral / active EE | $1,618 | $3,659-55.8% | $4,878-66.8% | $4,125-60.8% |
| Admin fee / account holder | $3,322 | $5,216-36.3% | $6,730-50.6% | $5,651-41.2% |