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 | $36,928 | $58,828-37.2% | $77,999-52.7% | $62,891-41.3% |
| Participation rate | 52.6% | 71.1%-18.4pp | 75.5%-22.9pp | 69.3%-16.7pp |
| Annual return | 5.13% | 17.16%-12.0pp | 425.96%-420.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,318 | $2,686-50.9% | $3,497-62.3% | $3,203-58.9% |
| Admin fee / account holder | $693 | $4,393-84.2% | $5,480-87.4% | $4,296-83.9% |