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 | $30,138 | $105,630-71.5% | $87,507-65.6% | $273,961-89.0% |
| Participation rate | 45.0% | 78.2%-33.2pp | 73.8%-28.8pp | 83.0%-38.0pp |
| Annual return | 5.81% | 12.25%-6.4pp | 12.21%-6.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $834 | $3,601-76.8% | $3,149-73.5% | $5,287-84.2% |
| Admin fee / account holder | $1,585 | $4,781-66.8% | $4,221-62.5% | $10,132-84.4% |