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 8-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 | $16,537 | $65,409-74.7% | $98,442-83.2% | $85,850-80.7% |
| Participation rate | 63.5% | 65.0%-1.5pp | 73.3%-9.8pp | 69.3%-5.8pp |
| Annual return | 13.90% | 21.76%-7.9pp | 1492.73%-1478.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $716 | $2,168-67.0% | $2,960-75.8% | $2,565-72.1% |
| Participant deferral / active EE | $1,068 | $3,166-66.3% | $4,276-75.0% | $3,952-73.0% |
| Admin fee / account holder | $488 | $4,593-89.4% | $5,949-91.8% | $6,260-92.2% |