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 | $50,538 | $109,982-54.0% | $97,226-48.0% | $145,922-65.4% |
| Participation rate | 45.0% | 75.9%-30.9pp | 72.7%-27.7pp | 80.3%-35.3pp |
| Annual return | 10.84% | 242.90%-232.1pp | 75.13%-64.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,149 | $4,676-75.4% | $4,264-73.1% | $6,688-82.8% |
| Admin fee / account holder | $1,800 | $6,221-71.1% | $5,654-68.2% | $13,397-86.6% |