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 | $48,501 | $108,642-55.4% | $74,701-35.1% | $152,861-68.3% |
| Participation rate | 10.5% | 65.3%-54.8pp | 54.5%-43.9pp | 82.4%-71.9pp |
| Annual return | 19.07% | 114.06%-95.0pp | 752.92%-733.8pp | 345.32%-326.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $589 | $2,712-78.3% | $1,964-70.0% | $5,850-89.9% |
| Admin fee / account holder | $652 | $4,902-86.7% | $3,333-80.4% | $11,596-94.4% |