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 | $27,460 | $227,553-87.9% | $189,557-85.5% | $167,490-83.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 27.79% | 78.40%-50.6pp | 64.17%-36.4pp | 478.56%-450.8pp |
| Employer contribution / active EE | $628 | $5,316-88.2% | $4,412-85.8% | $4,837-87.0% |
| Participant deferral / active EE | $1,772 | $7,002-74.7% | $6,174-71.3% | $6,341-72.0% |
| Admin fee / account holder | $967 | $11,878-91.9% | $9,807-90.1% | $12,309-92.1% |