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 | $34,856 | $74,888-53.5% | $71,209-51.1% | $142,382-75.5% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.1%-57.9pp |
| Annual return | 20.41% | 345.14%-324.7pp | 282.51%-262.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $940 | $2,854-67.1% | $2,721-65.5% | $4,299-78.1% |
| Participant deferral / active EE | $1,772 | $4,454-60.2% | $4,175-57.6% | $6,507-72.8% |
| Admin fee / account holder | $4,993 | $5,568-10.3% | $5,349-6.7% | $12,624-60.4% |