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 | $26,093 | $53,127-50.9% | $86,590-69.9% | $70,131-62.8% |
| Participation rate | 21.9% | 65.3%-43.4pp | 73.5%-51.7pp | 69.5%-47.7pp |
| Annual return | 14.80% | 27.66%-12.9pp | 964.84%-950.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $790 | $2,696-70.7% | $3,609-78.1% | $3,332-76.3% |
| Admin fee / account holder | $1,339 | $3,585-62.7% | $4,906-72.7% | $4,645-71.2% |