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 | $68,538 | $108,642-36.9% | $74,701-8.3% | $152,861-55.2% |
| Participation rate | 35.3% | 65.3%-30.1pp | 54.5%-19.2pp | 82.4%-47.2pp |
| Annual return | 24.64% | 114.06%-89.4pp | 752.92%-728.3pp | 345.32%-320.7pp |
| Employer contribution / active EE | $249 | $1,503-83.4% | $1,084-77.0% | $4,762-94.8% |
| Participant deferral / active EE | $286 | $2,712-89.4% | $1,964-85.4% | $5,850-95.1% |
| Admin fee / account holder | $515 | $4,902-89.5% | $3,333-84.6% | $11,596-95.6% |