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 | $10,763 | $52,353-79.4% | $120,225-91.0% | $82,448-86.9% |
| Participation rate | 45.8% | 58.3%-12.6pp | 69.6%-23.8pp | 68.1%-22.3pp |
| Annual return | 20.45% | 61.85%-41.4pp | 439.23%-418.8pp | 41.64%-21.2pp |
| Employer contribution / active EE | $242 | $1,510-84.0% | $3,475-93.0% | $2,551-90.5% |
| Participant deferral / active EE | $724 | $2,627-72.4% | $3,999-81.9% | $4,139-82.5% |
| Admin fee / account holder | $376 | $4,363-91.4% | $5,696-93.4% | $7,234-94.8% |