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 | $69,647 | $96,305-27.7% | $80,569-13.6% | $139,434-50.1% |
| Participation rate | 54.5% | 73.6%-19.1pp | 67.0%-12.5pp | 80.3%-25.8pp |
| Annual return | 11.98% | 1350.08%-1338.1pp | 935.43%-923.4pp | 372.94%-361.0pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,010 | $5,232-80.7% | $4,447-77.3% | $6,710-84.9% |
| Admin fee / account holder | $961 | $6,599-85.4% | $5,377-82.1% | $11,403-91.6% |