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 | $71,252 | $106,890-33.3% | $84,015-15.2% | $152,861-53.4% |
| Participation rate | 30.0% | 75.2%-45.2pp | 69.0%-39.0pp | 82.4%-52.4pp |
| Annual return | 17.68% | 104.99%-87.3pp | 71.31%-53.6pp | 345.32%-327.6pp |
| Employer contribution / active EE | $803 | $2,734-70.6% | $1,983-59.5% | $4,762-83.1% |
| Participant deferral / active EE | $1,623 | $4,011-59.5% | $3,239-49.9% | $5,850-72.3% |
| Admin fee / account holder | $717 | $8,285-91.3% | $6,101-88.2% | $11,596-93.8% |