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 | $23,339 | $63,346-63.2% | $92,233-74.7% | $70,131-66.7% |
| Participation rate | 36.4% | 68.7%-32.3pp | 76.5%-40.1pp | 69.5%-33.2pp |
| Annual return | 22.14% | 530.12%-508.0pp | 176.28%-154.1pp | 73.14%-51.0pp |
| Employer contribution / active EE | $597 | $2,471-75.9% | $3,679-83.8% | $2,342-74.5% |
| Participant deferral / active EE | $2,292 | $2,854-19.7% | $3,897-41.2% | $3,332-31.2% |
| Admin fee / account holder | $543 | $3,840-85.9% | $5,194-89.5% | $4,645-88.3% |