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 | $72,968 | $81,208-10.1% | $98,907-26.2% | $79,858-8.6% |
| Participation rate | 20.9% | 72.5%-51.6pp | 76.0%-55.1pp | 69.6%-48.7pp |
| Annual return | 14.21% | 60.99%-46.8pp | 196.43%-182.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $561 | $1,960-71.4% | $2,689-79.1% | $2,471-77.3% |
| Participant deferral / active EE | $1,615 | $3,265-50.5% | $4,244-61.9% | $3,740-56.8% |
| Admin fee / account holder | $901 | $6,013-85.0% | $6,642-86.4% | $5,306-83.0% |