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 | $47,768 | $99,877-52.2% | $84,966-43.8% | $145,922-67.3% |
| Participation rate | 59.1% | 74.1%-15.0pp | 67.5%-8.4pp | 80.3%-21.2pp |
| Annual return | 9.99% | 83.76%-73.8pp | 66.38%-56.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,470 | $5,291-72.2% | $4,519-67.5% | $6,688-78.0% |
| Admin fee / account holder | $4,793 | $7,248-33.9% | $6,149-22.0% | $13,397-64.2% |