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 | $17,628 | $60,124-70.7% | $90,404-80.5% | $79,858-77.9% |
| Participation rate | 42.9% | 65.0%-22.1pp | 72.7%-29.8pp | 69.6%-26.8pp |
| Annual return | 12.48% | 71.94%-59.5pp | 1293.02%-1280.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $514 | $2,068-75.1% | $3,262-84.2% | $2,471-79.2% |
| Participant deferral / active EE | $1,044 | $2,938-64.5% | $3,963-73.6% | $3,740-72.1% |
| Admin fee / account holder | $1,419 | $3,976-64.3% | $5,611-74.7% | $5,306-73.3% |