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 | $39,343 | $159,901-75.4% | $146,958-73.2% | $145,922-73.0% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 17.83% | 98.13%-80.3pp | 418.34%-400.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,678 | $5,286-68.3% | $4,933-66.0% | $4,660-64.0% |
| Participant deferral / active EE | $4,487 | $8,428-46.8% | $8,070-44.4% | $6,688-32.9% |
| Admin fee / account holder | $362 | $15,044-97.6% | $12,998-97.2% | $13,397-97.3% |