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 | $38,937 | $63,346-38.5% | $92,233-57.8% | $70,131-44.5% |
| Participation rate | 32.2% | 68.7%-36.5pp | 76.5%-44.3pp | 69.5%-37.3pp |
| Annual return | 19.33% | 530.12%-510.8pp | 176.28%-156.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,083 | $2,471-56.2% | $3,679-70.6% | $2,342-53.8% |
| Participant deferral / active EE | $2,603 | $2,854-8.8% | $3,897-33.2% | $3,332-21.9% |
| Admin fee / account holder | $503 | $3,840-86.9% | $5,194-90.3% | $4,645-89.2% |