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 | $24,988 | $63,346-60.6% | $92,233-72.9% | $70,131-64.4% |
| Participation rate | 26.0% | 68.7%-42.7pp | 76.5%-50.5pp | 69.5%-43.6pp |
| Annual return | 17.63% | 530.12%-512.5pp | 176.28%-158.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $974 | $2,471-60.6% | $3,679-73.5% | $2,342-58.4% |
| Participant deferral / active EE | $1,540 | $2,854-46.0% | $3,897-60.5% | $3,332-53.8% |
| Admin fee / account holder | $1,433 | $3,840-62.7% | $5,194-72.4% | $4,645-69.2% |