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 5-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 | $21,737 | $48,230-54.9% | $67,502-67.8% | $80,856-73.1% |
| Participation rate | 39.1% | 66.4%-27.2pp | 72.9%-33.7pp | 67.6%-28.5pp |
| Annual return | 50.35% | 18.28%+32.1pp | 3512.12%-3461.8pp | 35.59%+14.8pp |
| Employer contribution / active EE | $556 | $2,020-72.5% | $2,731-79.6% | $2,755-79.8% |
| Participant deferral / active EE | $1,381 | $2,924-52.8% | $4,000-65.5% | $4,296-67.9% |
| Admin fee / account holder | $1,484 | $3,681-59.7% | $3,998-62.9% | $6,918-78.5% |