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 | $36,902 | $86,944-57.6% | $107,525-65.7% | $74,304-50.3% |
| Participation rate | 51.2% | 59.6%-8.3pp | 75.1%-23.8pp | 60.3%-9.1pp |
| Annual return | 18.18% | 23.52%-5.3pp | 181.32%-163.1pp | 29.43%-11.3pp |
| Employer contribution / active EE | $930 | $2,757-66.3% | $3,754-75.2% | $2,241-58.5% |
| Participant deferral / active EE | $1,849 | $3,554-48.0% | $5,116-63.9% | $3,767-50.9% |
| Admin fee / account holder | $3,350 | $3,727-10.1% | $8,919-62.4% | $2,969+12.8% |