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 | $35,269 | $58,927-40.1% | $76,817-54.1% | $72,985-51.7% |
| Participation rate | 63.9% | 67.3%-3.4pp | 72.1%-8.2pp | 69.5%-5.6pp |
| Annual return | 28.05% | 2305.64%-2277.6pp | 1166.11%-1138.1pp | 81.00%-52.9pp |
| Employer contribution / active EE | $993 | $1,787-44.4% | $2,302-56.9% | $2,440-59.3% |
| Participant deferral / active EE | $1,358 | $2,690-49.5% | $3,336-59.3% | $3,607-62.3% |
| Admin fee / account holder | $1,074 | $4,013-73.2% | $6,420-83.3% | $5,124-79.0% |