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 | $29,792 | $215,361-86.2% | $171,082-82.6% | $273,961-89.1% |
| Participation rate | 64.7% | 82.0%-17.3pp | 76.7%-12.0pp | 83.0%-18.3pp |
| Annual return | 5.38% | 25.14%-19.8pp | 32.56%-27.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,426 | $5,543-74.3% | $4,797-70.3% | $5,287-73.0% |
| Admin fee / account holder | $3,381 | $10,846-68.8% | $8,520-60.3% | $10,132-66.6% |