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 | $24,907 | $39,162-36.4% | $100,671-75.3% | $59,632-58.2% |
| Participation rate | 44.4% | 55.9%-11.4pp | 70.7%-26.3pp | 68.7%-24.2pp |
| Annual return | 17.68% | 21.07%-3.4pp | 20.43%-2.8pp | 2041.28%-2023.6pp |
| Employer contribution / active EE | $279 | $1,151-75.8% | $4,012-93.1% | $2,203-87.3% |
| Participant deferral / active EE | $1,196 | $1,992-39.9% | $3,144-61.9% | $3,192-62.5% |
| Admin fee / account holder | $4,656 | $2,969+56.8% | $4,850-4.0% | $4,297+8.3% |