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 7-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 | $12,652 | $65,409-80.7% | $98,442-87.1% | $85,850-85.3% |
| Participation rate | 35.1% | 65.0%-29.9pp | 73.3%-38.3pp | 69.3%-34.2pp |
| Annual return | 14.79% | 21.76%-7.0pp | 1492.73%-1477.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $467 | $2,168-78.4% | $2,960-84.2% | $2,565-81.8% |
| Participant deferral / active EE | $1,077 | $3,166-66.0% | $4,276-74.8% | $3,952-72.7% |
| Admin fee / account holder | $442 | $4,593-90.4% | $5,949-92.6% | $6,260-92.9% |