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 4-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 | $6,889 | $96,305-92.8% | $80,569-91.4% | $139,434-95.1% |
| Participation rate | 41.2% | 73.6%-32.5pp | 67.0%-25.8pp | 80.3%-39.1pp |
| Annual return | 33.02% | 1350.08%-1317.1pp | 935.43%-902.4pp | 372.94%-339.9pp |
| Employer contribution / active EE | $674 | $3,262-79.3% | $2,723-75.3% | $4,751-85.8% |
| Participant deferral / active EE | $1,766 | $5,232-66.2% | $4,447-60.3% | $6,710-73.7% |
| Admin fee / account holder | $661 | $6,599-90.0% | $5,377-87.7% | $11,403-94.2% |