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 | $54,761 | $99,020-44.7% | $86,590-36.8% | $147,584-62.9% |
| Participation rate | 57.9% | 76.3%-18.4pp | 73.5%-15.7pp | 82.8%-24.9pp |
| Annual return | 14.53% | 1312.34%-1297.8pp | 964.84%-950.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $250 | $3,132-92.0% | $2,839-91.2% | $4,876-94.9% |
| Participant deferral / active EE | $1,117 | $3,972-71.9% | $3,609-69.1% | $5,439-79.5% |
| Admin fee / account holder | $725 | $5,710-87.3% | $4,906-85.2% | $10,885-93.3% |