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 6-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 | $27,317 | $210,648-87.0% | $177,989-84.7% | $145,922-81.3% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 9.05% | 385.86%-376.8pp | 294.48%-285.4pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,500 | $4,565-45.2% | $3,949-36.7% | $4,660-46.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,688-100.0% |
| Admin fee / account holder | $319 | $12,013-97.3% | $10,363-96.9% | $13,397-97.6% |