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 | $15,702 | $27,915-43.8% | $58,482-73.2% | $75,163-79.1% |
| Participation rate | 33.3% | 38.8%-5.5pp | 50.9%-17.5pp | 67.2%-33.9pp |
| Annual return | 18.72% | 44.20%-25.5pp | 4239.32%-4220.6pp | 160.62%-141.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $834 | $1,201-30.6% | $1,924-56.7% | $4,125-79.8% |
| Admin fee / account holder | $757 | $1,726-56.1% | $2,516-69.9% | $5,651-86.6% |