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 | $24,992 | $49,173-49.2% | $121,098-79.4% | $75,163-66.8% |
| Participation rate | 30.0% | 55.4%-25.4pp | 69.5%-39.5pp | 67.2%-37.2pp |
| Annual return | 19.14% | 55.99%-36.8pp | 985.75%-966.6pp | 160.62%-141.5pp |
| Employer contribution / active EE | $616 | $1,546-60.1% | $4,164-85.2% | $2,670-76.9% |
| Participant deferral / active EE | $897 | $2,628-65.9% | $4,080-78.0% | $4,125-78.3% |
| Admin fee / account holder | $1,571 | $3,942-60.2% | $5,644-72.2% | $5,651-72.2% |