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 | $16,634 | $72,071-76.9% | $68,368-75.7% | $137,256-87.9% |
| Participation rate | 29.4% | 76.2%-46.8pp | 73.8%-44.3pp | 80.0%-50.5pp |
| Annual return | 18.17% | 353.14%-335.0pp | 292.57%-274.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $946 | $4,410-78.6% | $4,123-77.1% | $6,407-85.2% |
| Admin fee / account holder | $1,250 | $5,336-76.6% | $5,150-75.7% | $12,270-89.8% |