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 | $35,113 | $69,515-49.5% | $86,874-59.6% | $85,850-59.1% |
| Participation rate | 39.0% | 66.3%-27.4pp | 71.6%-32.7pp | 69.3%-30.4pp |
| Annual return | 13.94% | 20.12%-6.2pp | 63.52%-49.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,001 | $1,880-46.8% | $2,495-59.9% | $2,565-61.0% |
| Participant deferral / active EE | $1,665 | $2,919-43.0% | $3,699-55.0% | $3,952-57.9% |
| Admin fee / account holder | $1,848 | $5,972-69.0% | $5,828-68.3% | $6,260-70.5% |