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 | $40,233 | $109,327-63.2% | $89,391-55.0% | $158,922-74.7% |
| Participation rate | 56.5% | 74.3%-17.7pp | 68.0%-11.5pp | 82.0%-25.4pp |
| Annual return | 7.32% | 345.68%-338.4pp | 245.62%-238.3pp | 302.83%-295.5pp |
| Employer contribution / active EE | $954 | $3,170-69.9% | $2,586-63.1% | $4,761-80.0% |
| Participant deferral / active EE | $2,339 | $4,598-49.1% | $3,890-39.9% | $5,982-60.9% |
| Admin fee / account holder | $13,901 | $6,153+125.9% | $4,881+184.8% | $11,246+23.6% |