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 | $24,903 | $53,127-53.1% | $86,590-71.2% | $70,131-64.5% |
| Participation rate | 58.6% | 65.3%-6.7pp | 73.5%-14.9pp | 69.5%-10.9pp |
| Annual return | 13.27% | 27.66%-14.4pp | 964.84%-951.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,680 | $2,696-37.7% | $3,609-53.4% | $3,332-49.6% |
| Admin fee / account holder | $3,542 | $3,585-1.2% | $4,906-27.8% | $4,645-23.8% |