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 | $40,461 | $102,547-60.5% | $78,210-48.3% | $147,584-72.6% |
| Participation rate | 40.0% | 74.4%-34.4pp | 68.7%-28.7pp | 82.8%-42.8pp |
| Annual return | 9.64% | 51.08%-41.4pp | 40.90%-31.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $77 | $2,617-97.1% | $2,034-96.2% | $4,876-98.4% |
| Participant deferral / active EE | $974 | $3,481-72.0% | $2,823-65.5% | $5,439-82.1% |
| Admin fee / account holder | $467 | $5,059-90.8% | $3,758-87.6% | $10,885-95.7% |