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 | $64,682 | $77,314-16.3% | $177,989-63.7% | $80,856-20.0% |
| Participation rate | 50.0% | 65.7%-15.7pp | 77.1%-27.1pp | 67.6%-17.6pp |
| Annual return | 12.04% | 18.09%-6.0pp | 294.48%-282.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,539 | $2,292+10.8% | $3,949-35.7% | $2,755-7.8% |
| Participant deferral / active EE | $4,446 | $4,411+0.8% | $6,276-29.2% | $4,296+3.5% |
| Admin fee / account holder | $4,931 | $7,191-31.4% | $10,363-52.4% | $6,918-28.7% |