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 | $17,143 | $57,281-70.1% | $86,612-80.2% | $75,163-77.2% |
| Participation rate | 38.3% | 63.2%-24.9pp | 71.7%-33.4pp | 67.2%-28.9pp |
| Annual return | 13.97% | 2670.75%-2656.8pp | 591.07%-577.1pp | 160.62%-146.7pp |
| Employer contribution / active EE | $391 | $2,314-83.1% | $3,022-87.1% | $2,670-85.4% |
| Participant deferral / active EE | $906 | $3,318-72.7% | $4,438-79.6% | $4,125-78.0% |
| Admin fee / account holder | $1,486 | $4,112-63.9% | $5,614-73.5% | $5,651-73.7% |