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 | $77,066 | $106,890-27.9% | $84,015-8.3% | $152,861-49.6% |
| Participation rate | 29.4% | 75.2%-45.8pp | 69.0%-39.6pp | 82.4%-53.0pp |
| Annual return | 27.14% | 104.99%-77.8pp | 71.31%-44.2pp | 345.32%-318.2pp |
| Employer contribution / active EE | $428 | $2,734-84.3% | $1,983-78.4% | $4,762-91.0% |
| Participant deferral / active EE | $2,442 | $4,011-39.1% | $3,239-24.6% | $5,850-58.3% |
| Admin fee / account holder | $489 | $8,285-94.1% | $6,101-92.0% | $11,596-95.8% |