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 | $34,208 | $60,124-43.1% | $90,404-62.2% | $79,858-57.2% |
| Participation rate | 39.1% | 65.0%-25.9pp | 72.7%-33.6pp | 69.6%-30.5pp |
| Annual return | 62.86% | 71.94%-9.1pp | 1293.02%-1230.2pp | 31.71%+31.1pp |
| Employer contribution / active EE | $218 | $2,068-89.5% | $3,262-93.3% | $2,471-91.2% |
| Participant deferral / active EE | $847 | $2,938-71.2% | $3,963-78.6% | $3,740-77.3% |
| Admin fee / account holder | $5,673 | $3,976+42.7% | $5,611+1.1% | $5,306+6.9% |