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 | $14,637 | $48,795-70.0% | $65,493-77.7% | $84,808-82.7% |
| Participation rate | 50.6% | 67.0%-16.4pp | 73.1%-22.5pp | 68.3%-17.7pp |
| Annual return | 19.62% | 20.20%-0.6pp | 982.45%-962.8pp | 40.90%-21.3pp |
| Employer contribution / active EE | $431 | $1,930-77.6% | $2,574-83.2% | $2,631-83.6% |
| Participant deferral / active EE | $1,018 | $2,928-65.2% | $3,961-74.3% | $4,212-75.8% |
| Admin fee / account holder | $455 | $3,877-88.3% | $5,028-90.9% | $7,344-93.8% |