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 | $23,114 | $105,859-78.2% | $90,160-74.4% | $147,584-84.3% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 20.74% | 37.63%-16.9pp | 34.88%-14.1pp | 578.55%-557.8pp |
| Employer contribution / active EE | $674 | $4,126-83.7% | $3,318-79.7% | $4,876-86.2% |
| Participant deferral / active EE | $2,401 | $5,733-58.1% | $5,288-54.6% | $5,439-55.9% |
| Admin fee / account holder | $2,551 | $8,046-68.3% | $5,943-57.1% | $10,885-76.6% |