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 | $13,228 | $110,502-88.0% | $80,716-83.6% | $167,490-92.1% |
| Participation rate | 23.5% | 64.0%-40.4pp | 54.2%-30.6pp | 82.1%-58.6pp |
| Annual return | 8.44% | 120.54%-112.1pp | 87.28%-78.8pp | 478.56%-470.1pp |
| Employer contribution / active EE | $71 | $1,543-95.4% | $1,160-93.9% | $4,837-98.5% |
| Participant deferral / active EE | $325 | $2,871-88.7% | $2,146-84.9% | $6,341-94.9% |
| Admin fee / account holder | $463 | $4,545-89.8% | $3,380-86.3% | $12,309-96.2% |