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 | $39,180 | $29,660+32.1% | $56,411-30.5% | $80,856-51.5% |
| Participation rate | 23.4% | 41.6%-18.2pp | 52.5%-29.1pp | 67.6%-44.2pp |
| Annual return | 11.76% | 35.23%-23.5pp | 1701.33%-1689.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $660 | $669-1.4% | $1,039-36.5% | $2,755-76.0% |
| Participant deferral / active EE | $1,633 | $1,226+33.2% | $1,952-16.3% | $4,296-62.0% |
| Admin fee / account holder | $4,163 | $2,428+71.5% | $2,829+47.2% | $6,918-39.8% |