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 | $33,192 | $48,046-30.9% | $84,611-60.8% | $72,985-54.5% |
| Participation rate | 32.4% | 57.6%-25.2pp | 68.2%-35.8pp | 69.5%-37.1pp |
| Annual return | 21.62% | 37.38%-15.8pp | 258.74%-237.1pp | 81.00%-59.4pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,126 | $2,680+53.9% | $3,899+5.8% | $3,607+14.4% |
| Admin fee / account holder | $4,739 | $3,395+39.6% | $4,912-3.5% | $5,124-7.5% |