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 | $42,822 | $85,022-49.6% | $70,515-39.3% | $139,434-69.3% |
| Participation rate | 13.3% | 73.9%-60.6pp | 68.3%-55.0pp | 80.3%-67.0pp |
| Annual return | 13.13% | 30.38%-17.3pp | 32.77%-19.6pp | 372.94%-359.8pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,400 | $5,890-76.2% | $4,567-69.3% | $6,710-79.1% |
| Admin fee / account holder | $26,999 | $8,906+203.2% | $6,412+321.1% | $11,403+136.8% |