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 | $20,036 | $70,756-71.7% | $65,493-69.4% | $142,382-85.9% |
| Participation rate | 46.2% | 77.4%-31.2pp | 73.1%-26.9pp | 80.1%-34.0pp |
| Annual return | 18.75% | 1754.89%-1736.1pp | 982.45%-963.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $548 | $2,881-81.0% | $2,574-78.7% | $4,299-87.2% |
| Participant deferral / active EE | $2,254 | $4,637-51.4% | $3,961-43.1% | $6,507-65.4% |
| Admin fee / account holder | $407 | $6,559-93.8% | $5,028-91.9% | $12,624-96.8% |