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 | $10,648 | $108,172-90.2% | $77,482-86.3% | $158,922-93.3% |
| Participation rate | 28.6% | 64.4%-35.9pp | 54.2%-25.6pp | 82.0%-53.4pp |
| Annual return | 15.32% | 31.67%-16.4pp | 54.79%-39.5pp | 302.83%-287.5pp |
| Employer contribution / active EE | $61 | $1,325-95.4% | $986-93.9% | $4,761-98.7% |
| Participant deferral / active EE | $256 | $2,456-89.6% | $1,861-86.2% | $5,982-95.7% |
| Admin fee / account holder | $545 | $3,708-85.3% | $2,858-80.9% | $11,246-95.2% |