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 | $28,454 | $56,053-49.2% | $75,972-62.5% | $80,856-64.8% |
| Participation rate | 50.0% | 62.0%-12.0pp | 69.1%-19.1pp | 67.6%-17.6pp |
| Annual return | 25.66% | 20.53%+5.1pp | 359.55%-333.9pp | 35.59%-9.9pp |
| Employer contribution / active EE | $778 | $1,874-58.5% | $2,685-71.0% | $2,755-71.8% |
| Participant deferral / active EE | $1,766 | $3,052-42.1% | $4,255-58.5% | $4,296-58.9% |
| Admin fee / account holder | $21,711 | $5,234+314.8% | $6,467+235.7% | $6,918+213.8% |