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 | $18,970 | $104,907-81.9% | $84,611-77.6% | $152,861-87.6% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.4%-49.1pp |
| Annual return | 19.03% | 373.79%-354.8pp | 258.74%-239.7pp | 345.32%-326.3pp |
| Employer contribution / active EE | $826 | $3,302-75.0% | $2,652-68.8% | $4,762-82.7% |
| Participant deferral / active EE | $3,472 | $4,688-25.9% | $3,899-10.9% | $5,850-40.6% |
| Admin fee / account holder | $2,593 | $6,241-58.5% | $4,912-47.2% | $11,596-77.6% |