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 | $70,227 | $103,376-32.1% | $87,100-19.4% | $152,861-54.1% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.9%-51.9pp | 82.4%-57.4pp |
| Annual return | 17.03% | 28.10%-11.1pp | 28.19%-11.2pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,011 | $3,220-68.6% | $2,521-59.9% | $4,762-78.8% |
| Participant deferral / active EE | $2,807 | $4,778-41.3% | $4,049-30.7% | $5,850-52.0% |
| Admin fee / account holder | $415 | $12,205-96.6% | $7,497-94.5% | $11,596-96.4% |