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 | $72,187 | $152,587-52.7% | $125,175-42.3% | $152,861-52.8% |
| Participation rate | 61.1% | 83.3%-22.2pp | 79.8%-18.7pp | 82.4%-21.3pp |
| Annual return | 22.94% | 54.84%-31.9pp | 43.79%-20.8pp | 345.32%-322.4pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,732 | $5,868-36.4% | $4,937-24.4% | $5,850-36.2% |
| Admin fee / account holder | $4,590 | $13,434-65.8% | $9,702-52.7% | $11,596-60.4% |