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 | $33,107 | $55,415-40.3% | $155,509-78.7% | $74,495-55.6% |
| Participation rate | 34.5% | 61.9%-27.4pp | 78.2%-43.7pp | 67.2%-32.7pp |
| Annual return | 15.60% | 268.50%-252.9pp | 64.67%-49.1pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $895 | $2,267-60.5% | $4,672-80.8% | $2,623-65.9% |
| Participant deferral / active EE | $1,279 | $2,836-54.9% | $5,626-77.3% | $4,346-70.6% |
| Admin fee / account holder | $2,657 | $1,738+52.8% | $15,912-83.3% | $1,942+36.8% |