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 | $21,146 | $96,635-78.1% | $86,612-75.6% | $139,434-84.8% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 19.61% | 106.41%-86.8pp | 591.07%-571.5pp | 372.94%-353.3pp |
| Employer contribution / active EE | $786 | $3,263-75.9% | $3,022-74.0% | $4,751-83.5% |
| Participant deferral / active EE | $1,481 | $4,836-69.4% | $4,438-66.6% | $6,710-77.9% |
| Admin fee / account holder | $389 | $6,408-93.9% | $5,614-93.1% | $11,403-96.6% |