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 | $43,883 | $99,020-55.7% | $86,590-49.3% | $147,584-70.3% |
| Participation rate | 59.1% | 76.3%-17.2pp | 73.5%-14.5pp | 82.8%-23.7pp |
| Annual return | 14.19% | 1312.34%-1298.2pp | 964.84%-950.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $464 | $3,132-85.2% | $2,839-83.7% | $4,876-90.5% |
| Participant deferral / active EE | $1,945 | $3,972-51.0% | $3,609-46.1% | $5,439-64.2% |
| Admin fee / account holder | $2,204 | $5,710-61.4% | $4,906-55.1% | $10,885-79.8% |