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 | $8,627 | $31,679-72.8% | $74,701-88.5% | $65,185-86.8% |
| Participation rate | 46.0% | 40.4%+5.6pp | 54.5%-8.5pp | 70.2%-24.2pp |
| Annual return | 36.45% | 39.04%-2.6pp | 752.92%-716.5pp | 29.38%+7.1pp |
| Employer contribution / active EE | $651 | $566+15.0% | $1,084-39.9% | $2,177-70.1% |
| Participant deferral / active EE | $920 | $1,191-22.8% | $1,964-53.2% | $3,514-73.8% |
| Admin fee / account holder | $543 | $379+43.4% | $3,333-83.7% | $847-35.9% |