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 | $19,877 | $58,208-65.9% | $81,812-75.7% | $80,856-75.4% |
| Participation rate | 63.2% | 63.4%-0.2pp | 72.3%-9.1pp | 67.6%-4.4pp |
| Annual return | 12.52% | 41.66%-29.1pp | 773.79%-761.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $809 | $2,340-65.4% | $2,912-72.2% | $2,755-70.6% |
| Participant deferral / active EE | $2,149 | $3,281-34.5% | $4,319-50.2% | $4,296-50.0% |
| Admin fee / account holder | $4,274 | $4,981-14.2% | $7,386-42.1% | $6,918-38.2% |