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 | $50,639 | $85,202-40.6% | $172,739-70.7% | $72,985-30.6% |
| Participation rate | 50.9% | 70.1%-19.2pp | 82.6%-31.7pp | 69.5%-18.6pp |
| Annual return | 21.46% | 27.32%-5.9pp | 802.84%-781.4pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,115 | $3,324-66.4% | $5,143-78.3% | $2,440-54.3% |
| Participant deferral / active EE | $2,325 | $3,260-28.7% | $5,198-55.3% | $3,607-35.6% |
| Admin fee / account holder | $541 | $5,884-90.8% | $13,954-96.1% | $5,124-89.4% |