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 | $40,267 | $85,202-52.7% | $172,739-76.7% | $72,985-44.8% |
| Participation rate | 57.5% | 70.1%-12.6pp | 82.6%-25.1pp | 69.5%-12.0pp |
| Annual return | 18.97% | 27.32%-8.4pp | 802.84%-783.9pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,120 | $3,324-66.3% | $5,143-78.2% | $2,440-54.1% |
| Participant deferral / active EE | $2,518 | $3,260-22.8% | $5,198-51.6% | $3,607-30.2% |
| Admin fee / account holder | $1,088 | $5,884-81.5% | $13,954-92.2% | $5,124-78.8% |