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 | $33,363 | $34,934-4.5% | $56,411-40.9% | $74,495-55.2% |
| Participation rate | 31.3% | 32.8%-1.6pp | 52.5%-21.2pp | 67.2%-36.0pp |
| Annual return | 13.85% | 25.94%-12.1pp | 1701.33%-1687.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $804 | $1,170-31.3% | $1,952-58.8% | $4,346-81.5% |
| Admin fee / account holder | $7,601 | $2,364+221.5% | $2,829+168.7% | $1,942+291.4% |