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 | $72,856 | $88,672-17.8% | $105,223-30.8% | $82,448-11.6% |
| Participation rate | 52.2% | 67.9%-15.7pp | 75.0%-22.8pp | 68.1%-15.8pp |
| Annual return | 16.77% | 30.86%-14.1pp | 180.65%-163.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,520 | $3,048-50.1% | $3,689-58.8% | $2,551-40.4% |
| Participant deferral / active EE | $3,672 | $4,036-9.0% | $5,072-27.6% | $4,139-11.3% |
| Admin fee / account holder | $1,314 | $7,146-81.6% | $8,859-85.2% | $7,234-81.8% |