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 | $12,200 | $109,327-88.8% | $89,391-86.4% | $158,922-92.3% |
| Participation rate | 69.2% | 74.3%-5.0pp | 68.0%+1.3pp | 82.0%-12.7pp |
| Annual return | 16.23% | 345.68%-329.4pp | 245.62%-229.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $422 | $3,170-86.7% | $2,586-83.7% | $4,761-91.1% |
| Participant deferral / active EE | $1,511 | $4,598-67.1% | $3,890-61.1% | $5,982-74.7% |
| Admin fee / account holder | $10,771 | $6,153+75.0% | $4,881+120.6% | $11,246-4.2% |