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 | $36,461 | $106,890-65.9% | $84,015-56.6% | $152,861-76.1% |
| Participation rate | 43.8% | 75.2%-31.5pp | 69.0%-25.3pp | 82.4%-38.7pp |
| Annual return | 19.05% | 104.99%-85.9pp | 71.31%-52.3pp | 345.32%-326.3pp |
| Employer contribution / active EE | $896 | $2,734-67.2% | $1,983-54.8% | $4,762-81.2% |
| Participant deferral / active EE | $1,501 | $4,011-62.6% | $3,239-53.7% | $5,850-74.3% |
| Admin fee / account holder | $5,554 | $8,285-33.0% | $6,101-9.0% | $11,596-52.1% |