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 | $64,492 | $80,968-20.3% | $96,544-33.2% | $75,163-14.2% |
| Participation rate | 59.3% | 71.8%-12.5pp | 76.0%-16.7pp | 67.2%-7.9pp |
| Annual return | 17.01% | 27.06%-10.1pp | 25.84%-8.8pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,358 | $2,282+3.3% | $2,965-20.5% | $2,670-11.7% |
| Participant deferral / active EE | $3,378 | $3,928-14.0% | $4,851-30.4% | $4,125-18.1% |
| Admin fee / account holder | $18,540 | $6,724+175.7% | $8,252+124.7% | $5,651+228.1% |