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 | $37,234 | $65,390-43.1% | $169,368-78.0% | $71,457-47.9% |
| Participation rate | 54.5% | 67.0%-12.4pp | 77.1%-22.6pp | 67.9%-13.4pp |
| Annual return | 18.84% | 21.31%-2.5pp | 405.60%-386.8pp | 28.85%-10.0pp |
| Employer contribution / active EE | $0 | $2,079-100.0% | $4,013-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,890 | $4,367-56.7% | $6,221-69.6% | $4,289-55.9% |
| Admin fee / account holder | $482 | $1,324-63.6% | $9,003-94.6% | $1,587-69.6% |