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 | $61,598 | $72,492-15.0% | $87,100-29.3% | $72,985-15.6% |
| Participation rate | 48.0% | 72.8%-24.8pp | 76.9%-28.9pp | 69.5%-21.5pp |
| Annual return | 26.06% | 24.46%+1.6pp | 28.19%-2.1pp | 81.00%-54.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,350 | $3,270+94.2% | $4,049+56.9% | $3,607+76.0% |
| Admin fee / account holder | $593 | $5,055-88.3% | $7,497-92.1% | $5,124-88.4% |