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 | $17,596 | $90,600-80.6% | $79,464-77.9% | $135,375-87.0% |
| Participation rate | 45.5% | 76.0%-30.6pp | 73.3%-27.9pp | 82.6%-37.2pp |
| Annual return | 6.49% | 977.43%-970.9pp | 718.14%-711.6pp | 519.73%-513.2pp |
| Employer contribution / active EE | $296 | $3,068-90.3% | $2,800-89.4% | $4,779-93.8% |
| Participant deferral / active EE | $646 | $4,050-84.1% | $3,704-82.6% | $5,609-88.5% |
| Admin fee / account holder | $2,142 | $5,907-63.7% | $5,113-58.1% | $10,827-80.2% |