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 | $21,467 | $103,376-79.2% | $87,100-75.4% | $152,861-86.0% |
| Participation rate | 42.9% | 79.3%-36.5pp | 76.9%-34.0pp | 82.4%-39.6pp |
| Annual return | 17.31% | 28.10%-10.8pp | 28.19%-10.9pp | 345.32%-328.0pp |
| Employer contribution / active EE | $787 | $3,220-75.6% | $2,521-68.8% | $4,762-83.5% |
| Participant deferral / active EE | $2,887 | $4,778-39.6% | $4,049-28.7% | $5,850-50.7% |
| Admin fee / account holder | $2,072 | $12,205-83.0% | $7,497-72.4% | $11,596-82.1% |