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 | $22,322 | $85,202-73.8% | $172,739-87.1% | $72,985-69.4% |
| Participation rate | 68.6% | 70.1%-1.4pp | 82.6%-14.0pp | 69.5%-0.9pp |
| Annual return | 21.16% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,140 | $3,324-65.7% | $5,143-77.8% | $2,440-53.3% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,843 | $5,884-68.7% | $13,954-86.8% | $5,124-64.0% |