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 | $39,121 | $48,795-19.8% | $65,493-40.3% | $84,808-53.9% |
| Participation rate | 41.2% | 67.0%-25.8pp | 73.1%-31.9pp | 68.3%-27.1pp |
| Annual return | 37.19% | 20.20%+17.0pp | 982.45%-945.3pp | 40.90%-3.7pp |
| Employer contribution / active EE | $338 | $1,930-82.5% | $2,574-86.9% | $2,631-87.2% |
| Participant deferral / active EE | $1,692 | $2,928-42.2% | $3,961-57.3% | $4,212-59.8% |
| Admin fee / account holder | $4,709 | $3,877+21.5% | $5,028-6.3% | $7,344-35.9% |