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 | $31,786 | $165,912-80.8% | $122,332-74.0% | $147,584-78.5% |
| Participation rate | 7.7% | 79.6%-71.9pp | 71.6%-63.9pp | 82.8%-75.1pp |
| Annual return | 54.31% | 34.55%+19.8pp | 30.27%+24.0pp | 578.55%-524.2pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,914 | $4,005-27.2% | $3,287-11.3% | $5,439-46.4% |
| Admin fee / account holder | $1,243 | $7,424-83.3% | $5,478-77.3% | $10,885-88.6% |