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 | $39,573 | $49,173-19.5% | $121,098-67.3% | $75,163-47.4% |
| Participation rate | 44.7% | 55.4%-10.7pp | 69.5%-24.7pp | 67.2%-22.5pp |
| Annual return | 18.96% | 55.99%-37.0pp | 985.75%-966.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $733 | $1,546-52.6% | $4,164-82.4% | $2,670-72.6% |
| Participant deferral / active EE | $2,424 | $2,628-7.8% | $4,080-40.6% | $4,125-41.2% |
| Admin fee / account holder | $1,855 | $3,942-52.9% | $5,644-67.1% | $5,651-67.2% |