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 | $29,809 | $63,346-52.9% | $92,233-67.7% | $70,131-57.5% |
| Participation rate | 32.1% | 68.7%-36.6pp | 76.5%-44.4pp | 69.5%-37.5pp |
| Annual return | 19.99% | 530.12%-510.1pp | 176.28%-156.3pp | 73.14%-53.2pp |
| Employer contribution / active EE | $813 | $2,471-67.1% | $3,679-77.9% | $2,342-65.3% |
| Participant deferral / active EE | $1,502 | $2,854-47.4% | $3,897-61.4% | $3,332-54.9% |
| Admin fee / account holder | $2,049 | $3,840-46.7% | $5,194-60.6% | $4,645-55.9% |