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 9-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 | $18,630 | $34,934-46.7% | $56,411-67.0% | $74,495-75.0% |
| Participation rate | 28.0% | 32.8%-4.8pp | 52.5%-24.4pp | 67.2%-39.2pp |
| Annual return | 11.39% | 25.94%-14.5pp | 1701.33%-1689.9pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $346 | $1,170-70.5% | $1,952-82.3% | $4,346-92.0% |
| Admin fee / account holder | $6,660 | $2,364+181.8% | $2,829+135.4% | $1,942+243.0% |