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 6-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 | $37,894 | $121,625-68.8% | $104,607-63.8% | $158,922-76.2% |
| Participation rate | 65.2% | 77.5%-12.3pp | 74.1%-8.9pp | 82.0%-16.7pp |
| Annual return | 28.46% | 465.26%-436.8pp | 340.46%-312.0pp | 302.83%-274.4pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,599 | $4,177-61.7% | $3,740-57.2% | $5,982-73.3% |
| Admin fee / account holder | $368 | $7,787-95.3% | $6,473-94.3% | $11,246-96.7% |