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 | $39,236 | $118,427-66.9% | $66,042-40.6% | $142,382-72.4% |
| Participation rate | 35.7% | 68.1%-32.4pp | 67.5%-31.8pp | 80.1%-44.4pp |
| Annual return | 13.84% | 35.57%-21.7pp | 52.11%-38.3pp | 217.08%-203.2pp |
| Employer contribution / active EE | $755 | $2,570-70.6% | $1,579-52.2% | $4,299-82.4% |
| Participant deferral / active EE | $976 | $4,311-77.4% | $2,835-65.6% | $6,507-85.0% |
| Admin fee / account holder | $602 | $9,593-93.7% | $5,747-89.5% | $12,624-95.2% |