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 7-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 | $36,000 | $96,635-62.7% | $86,612-58.4% | $139,434-74.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 17.49% | 106.41%-88.9pp | 591.07%-573.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $762 | $3,263-76.7% | $3,022-74.8% | $4,751-84.0% |
| Participant deferral / active EE | $2,121 | $4,836-56.1% | $4,438-52.2% | $6,710-68.4% |
| Admin fee / account holder | $306 | $6,408-95.2% | $5,614-94.5% | $11,403-97.3% |