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 | $37,490 | $49,922-24.9% | $80,569-53.5% | $75,163-50.1% |
| Participation rate | 50.7% | 55.3%-4.6pp | 67.0%-16.3pp | 67.2%-16.5pp |
| Annual return | 21.74% | 34.69%-12.9pp | 935.43%-913.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,791 | $1,698+5.4% | $2,723-34.3% | $2,670-32.9% |
| Participant deferral / active EE | $2,683 | $2,990-10.3% | $4,447-39.7% | $4,125-35.0% |
| Admin fee / account holder | $428 | $3,577-88.0% | $5,377-92.0% | $5,651-92.4% |