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 | $29,483 | $136,179-78.4% | $98,755-70.1% | $167,490-82.4% |
| Participation rate | 53.8% | 70.2%-16.4pp | 65.7%-11.9pp | 82.1%-28.3pp |
| Annual return | 17.43% | 67.53%-50.1pp | 49.91%-32.5pp | 478.56%-461.1pp |
| Employer contribution / active EE | $1,686 | $2,631-35.9% | $2,067-18.4% | $4,837-65.1% |
| Participant deferral / active EE | $2,620 | $3,716-29.5% | $3,035-13.7% | $6,341-58.7% |
| Admin fee / account holder | $16,092 | $5,031+219.9% | $4,076+294.8% | $12,309+30.7% |