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 | $30,376 | $118,849-74.4% | $96,562-68.5% | $167,490-81.9% |
| Participation rate | 35.7% | 75.5%-39.8pp | 69.8%-34.1pp | 82.1%-46.4pp |
| Annual return | 11.95% | 50.49%-38.5pp | 37.78%-25.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $724 | $3,120-76.8% | $2,356-69.3% | $4,837-85.0% |
| Participant deferral / active EE | $1,542 | $4,616-66.6% | $3,849-59.9% | $6,341-75.7% |
| Admin fee / account holder | $509 | $8,065-93.7% | $6,181-91.8% | $12,309-95.9% |