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 | $47,399 | $133,922-64.6% | $116,228-59.2% | $142,382-66.7% |
| Participation rate | 52.2% | 77.9%-25.7pp | 74.6%-22.4pp | 80.1%-27.9pp |
| Annual return | 15.97% | 147.76%-131.8pp | 90.06%-74.1pp | 217.08%-201.1pp |
| Employer contribution / active EE | $991 | $3,446-71.2% | $2,994-66.9% | $4,299-77.0% |
| Participant deferral / active EE | $1,862 | $5,672-67.2% | $4,953-62.4% | $6,507-71.4% |
| Admin fee / account holder | $790 | $14,945-94.7% | $11,989-93.4% | $12,624-93.7% |