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 | $74,692 | $102,966-27.5% | $90,281-17.3% | $152,861-51.1% |
| Participation rate | 55.0% | 75.9%-20.9pp | 73.3%-18.3pp | 82.4%-27.4pp |
| Annual return | 11.78% | 95.16%-83.4pp | 78.10%-66.3pp | 345.32%-333.5pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,798 | $4,281-34.6% | $3,885-28.0% | $5,850-52.2% |
| Admin fee / account holder | $828 | $6,171-86.6% | $5,351-84.5% | $11,596-92.9% |