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 | $32,595 | $108,642-70.0% | $74,701-56.4% | $152,861-78.7% |
| Participation rate | 38.5% | 65.3%-26.9pp | 54.5%-16.0pp | 82.4%-44.0pp |
| Annual return | 17.96% | 114.06%-96.1pp | 752.92%-735.0pp | 345.32%-327.4pp |
| Employer contribution / active EE | $309 | $1,503-79.4% | $1,084-71.4% | $4,762-93.5% |
| Participant deferral / active EE | $671 | $2,712-75.3% | $1,964-65.8% | $5,850-88.5% |
| Admin fee / account holder | $3,934 | $4,902-19.8% | $3,333+18.0% | $11,596-66.1% |