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 | $19,820 | $58,927-66.4% | $76,817-74.2% | $72,985-72.8% |
| Participation rate | 55.6% | 67.3%-11.8pp | 72.1%-16.5pp | 69.5%-13.9pp |
| Annual return | 23.02% | 2305.64%-2282.6pp | 1166.11%-1143.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,009 | $1,787-43.5% | $2,302-56.2% | $2,440-58.6% |
| Participant deferral / active EE | $1,710 | $2,690-36.4% | $3,336-48.7% | $3,607-52.6% |
| Admin fee / account holder | $1,024 | $4,013-74.5% | $6,420-84.1% | $5,124-80.0% |