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 | $38,156 | $118,450-67.8% | $98,439-61.2% | $139,434-72.6% |
| Participation rate | 68.8% | 77.4%-8.7pp | 75.2%-6.4pp | 80.3%-11.6pp |
| Annual return | 19.28% | 18.94%+0.3pp | 21.16%-1.9pp | 372.94%-353.7pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,459 | $5,392-72.9% | $4,738-69.2% | $6,710-78.3% |
| Admin fee / account holder | $7,808 | $14,026-44.3% | $8,948-12.7% | $11,403-31.5% |