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 | $36,151 | $85,766-57.8% | $136,294-73.5% | $70,131-48.5% |
| Participation rate | 68.1% | 74.2%-6.1pp | 81.9%-13.8pp | 69.5%-1.5pp |
| Annual return | 17.65% | 31.45%-13.8pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,897 | $5,051-42.6% | $6,247-53.6% | $3,332-13.0% |
| Admin fee / account holder | $1,102 | $5,420-79.7% | $9,243-88.1% | $4,645-76.3% |