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 3-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 | $20,013 | $88,751-77.5% | $81,812-75.5% | $145,922-86.3% |
| Participation rate | 45.8% | 75.0%-29.2pp | 72.3%-26.5pp | 80.3%-34.4pp |
| Annual return | 15.66% | 1025.40%-1009.7pp | 773.79%-758.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $612 | $3,083-80.1% | $2,912-79.0% | $4,660-86.9% |
| Participant deferral / active EE | $816 | $4,643-82.4% | $4,319-81.1% | $6,688-87.8% |
| Admin fee / account holder | $665 | $8,415-92.1% | $7,386-91.0% | $13,397-95.0% |