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 | $9,303 | $69,207-86.6% | $64,056-85.5% | $139,434-93.3% |
| Participation rate | 57.1% | 75.6%-18.4pp | 72.3%-15.2pp | 80.3%-23.2pp |
| Annual return | 19.34% | 45.88%-26.5pp | 33.69%-14.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,214 | $3,182-61.8% | $2,747-55.8% | $4,751-74.4% |
| Participant deferral / active EE | $1,805 | $4,682-61.5% | $3,880-53.5% | $6,710-73.1% |
| Admin fee / account holder | $1,031 | $4,244-75.7% | $3,068-66.4% | $11,403-91.0% |