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 | $18,427 | $95,416-80.7% | $185,823-90.1% | $85,850-78.5% |
| Participation rate | 37.2% | 68.8%-31.6pp | 81.7%-44.5pp | 69.3%-32.1pp |
| Annual return | 17.49% | 23.59%-6.1pp | 122.05%-104.6pp | 318.53%-301.0pp |
| Employer contribution / active EE | $428 | $3,314-87.1% | $5,167-91.7% | $2,565-83.3% |
| Participant deferral / active EE | $1,282 | $3,423-62.6% | $5,568-77.0% | $3,952-67.6% |
| Admin fee / account holder | $1,180 | $7,213-83.6% | $16,237-92.7% | $6,260-81.1% |