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 | $17,086 | $100,852-83.1% | $90,404-81.1% | $158,922-89.2% |
| Participation rate | 28.6% | 75.0%-46.4pp | 72.7%-44.1pp | 82.0%-53.4pp |
| Annual return | 12.94% | 1724.20%-1711.3pp | 1293.02%-1280.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $333 | $3,689-91.0% | $3,262-89.8% | $4,761-93.0% |
| Participant deferral / active EE | $884 | $4,348-79.7% | $3,963-77.7% | $5,982-85.2% |
| Admin fee / account holder | $508 | $6,501-92.2% | $5,611-90.9% | $11,246-95.5% |