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 | $10,445 | $108,642-90.4% | $74,701-86.0% | $152,861-93.2% |
| Participation rate | 29.2% | 65.3%-36.2pp | 54.5%-25.3pp | 82.4%-53.3pp |
| Annual return | 16.21% | 114.06%-97.9pp | 752.92%-736.7pp | 345.32%-329.1pp |
| Employer contribution / active EE | $336 | $1,503-77.7% | $1,084-69.0% | $4,762-93.0% |
| Participant deferral / active EE | $430 | $2,712-84.2% | $1,964-78.1% | $5,850-92.7% |
| Admin fee / account holder | $357 | $4,902-92.7% | $3,333-89.3% | $11,596-96.9% |