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 | $29,217 | $102,604-71.5% | $86,188-66.1% | $139,434-79.0% |
| Participation rate | 56.3% | 74.5%-18.2pp | 69.0%-12.7pp | 80.3%-24.1pp |
| Annual return | 20.07% | 1922.51%-1902.4pp | 1168.45%-1148.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $831 | $3,032-72.6% | $2,380-65.1% | $4,751-82.5% |
| Participant deferral / active EE | $2,196 | $4,676-53.0% | $3,985-44.9% | $6,710-67.3% |
| Admin fee / account holder | $332 | $8,657-96.2% | $6,852-95.2% | $11,403-97.1% |