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 | $28,830 | $53,127-45.7% | $86,590-66.7% | $70,131-58.9% |
| Participation rate | 63.2% | 65.3%-2.1pp | 73.5%-10.3pp | 69.5%-6.3pp |
| Annual return | 16.54% | 27.66%-11.1pp | 964.84%-948.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $521 | $2,068-74.8% | $2,839-81.6% | $2,342-77.8% |
| Participant deferral / active EE | $1,862 | $2,696-30.9% | $3,609-48.4% | $3,332-44.1% |
| Admin fee / account holder | $1,314 | $3,585-63.4% | $4,906-73.2% | $4,645-71.7% |