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 | $19,473 | $85,022-77.1% | $70,515-72.4% | $139,434-86.0% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.3%-8.3pp | 80.3%-20.3pp |
| Annual return | 13.11% | 30.38%-17.3pp | 32.77%-19.7pp | 372.94%-359.8pp |
| Employer contribution / active EE | $752 | $3,909-80.8% | $2,973-74.7% | $4,751-84.2% |
| Participant deferral / active EE | $1,504 | $5,890-74.5% | $4,567-67.1% | $6,710-77.6% |
| Admin fee / account holder | $382 | $8,906-95.7% | $6,412-94.0% | $11,403-96.7% |