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 | $22,027 | $153,311-85.6% | $109,313-79.8% | $273,961-92.0% |
| Participation rate | 26.1% | 80.1%-54.0pp | 71.3%-45.2pp | 83.0%-56.9pp |
| Annual return | 7.40% | 29.86%-22.5pp | 22.07%-14.7pp | 41.45%-34.1pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $779 | $3,932-80.2% | $3,166-75.4% | $5,287-85.3% |
| Admin fee / account holder | $3,614 | $8,076-55.2% | $5,666-36.2% | $10,132-64.3% |