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 | $11,813 | $107,015-89.0% | $73,545-83.9% | $147,584-92.0% |
| Participation rate | 35.0% | 66.4%-31.4pp | 54.9%-19.9pp | 82.8%-47.8pp |
| Annual return | 19.77% | 38.25%-18.5pp | -15.16%+34.9pp | 578.55%-558.8pp |
| Employer contribution / active EE | $64 | $1,760-96.4% | $1,219-94.8% | $4,876-98.7% |
| Participant deferral / active EE | $278 | $2,462-88.7% | $1,806-84.6% | $5,439-94.9% |
| Admin fee / account holder | $4,963 | $3,055+62.5% | $2,320+114.0% | $10,885-54.4% |