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 | $41,513 | $70,756-41.3% | $65,493-36.6% | $142,382-70.8% |
| Participation rate | 46.7% | 77.4%-30.7pp | 73.1%-26.4pp | 80.1%-33.5pp |
| Annual return | 22.32% | 1754.89%-1732.6pp | 982.45%-960.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,491 | $2,881-48.2% | $2,574-42.1% | $4,299-65.3% |
| Participant deferral / active EE | $2,978 | $4,637-35.8% | $3,961-24.8% | $6,507-54.2% |
| Admin fee / account holder | $1,774 | $6,559-72.9% | $5,028-64.7% | $12,624-85.9% |