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 | $33,778 | $63,346-46.7% | $92,233-63.4% | $70,131-51.8% |
| Participation rate | 38.6% | 68.7%-30.1pp | 76.5%-37.9pp | 69.5%-30.9pp |
| Annual return | 16.49% | 530.12%-513.6pp | 176.28%-159.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $742 | $2,471-70.0% | $3,679-79.8% | $2,342-68.3% |
| Participant deferral / active EE | $1,432 | $2,854-49.8% | $3,897-63.2% | $3,332-57.0% |
| Admin fee / account holder | $343 | $3,840-91.1% | $5,194-93.4% | $4,645-92.6% |