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 | $18,078 | $58,208-68.9% | $81,812-77.9% | $80,856-77.6% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.3%-22.3pp | 67.6%-17.6pp |
| Annual return | 21.63% | 41.66%-20.0pp | 773.79%-752.2pp | 35.59%-14.0pp |
| Employer contribution / active EE | $585 | $2,340-75.0% | $2,912-79.9% | $2,755-78.7% |
| Participant deferral / active EE | $1,366 | $3,281-58.4% | $4,319-68.4% | $4,296-68.2% |
| Admin fee / account holder | $1,614 | $4,981-67.6% | $7,386-78.1% | $6,918-76.7% |