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 | $31,141 | $70,587-55.9% | $124,672-75.0% | $85,850-63.7% |
| Participation rate | 54.8% | 64.4%-9.6pp | 74.6%-19.8pp | 69.3%-14.5pp |
| Annual return | 21.15% | 20688.83%-20667.7pp | 5142.93%-5121.8pp | 318.53%-297.4pp |
| Employer contribution / active EE | $528 | $1,913-72.4% | $3,324-84.1% | $2,565-79.4% |
| Participant deferral / active EE | $1,338 | $2,969-54.9% | $4,614-71.0% | $3,952-66.2% |
| Admin fee / account holder | $326 | $5,282-93.8% | $7,493-95.7% | $6,260-94.8% |