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 | $28,136 | $100,852-72.1% | $90,404-68.9% | $158,922-82.3% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.7%-3.9pp | 82.0%-13.2pp |
| Annual return | 9.36% | 1724.20%-1714.8pp | 1293.02%-1283.7pp | 302.83%-293.5pp |
| Employer contribution / active EE | $875 | $3,689-76.3% | $3,262-73.2% | $4,761-81.6% |
| Participant deferral / active EE | $2,176 | $4,348-50.0% | $3,963-45.1% | $5,982-63.6% |
| Admin fee / account holder | $19,865 | $6,501+205.6% | $5,611+254.1% | $11,246+76.6% |