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 | $30,153 | $60,124-49.8% | $90,404-66.6% | $79,858-62.2% |
| Participation rate | 63.2% | 65.0%-1.8pp | 72.7%-9.5pp | 69.6%-6.5pp |
| Annual return | 21.67% | 71.94%-50.3pp | 1293.02%-1271.3pp | 31.71%-10.0pp |
| Employer contribution / active EE | $286 | $2,068-86.2% | $3,262-91.2% | $2,471-88.4% |
| Participant deferral / active EE | $2,000 | $2,938-31.9% | $3,963-49.5% | $3,740-46.5% |
| Admin fee / account holder | $1,288 | $3,976-67.6% | $5,611-77.0% | $5,306-75.7% |