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 | $41,088 | $96,305-57.3% | $80,569-49.0% | $139,434-70.5% |
| Participation rate | 54.2% | 73.6%-19.5pp | 67.0%-12.8pp | 80.3%-26.2pp |
| Annual return | 15.34% | 1350.08%-1334.7pp | 935.43%-920.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,192 | $3,262-63.4% | $2,723-56.2% | $4,751-74.9% |
| Participant deferral / active EE | $2,486 | $5,232-52.5% | $4,447-44.1% | $6,710-63.0% |
| Admin fee / account holder | $888 | $6,599-86.5% | $5,377-83.5% | $11,403-92.2% |