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 | $42,144 | $156,846-73.1% | $121,098-65.2% | $139,434-69.8% |
| Participation rate | 36.4% | 76.4%-40.0pp | 69.5%-33.1pp | 80.3%-44.0pp |
| Annual return | 15.82% | 1474.56%-1458.7pp | 985.75%-969.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $210 | $5,536-96.2% | $4,164-95.0% | $4,751-95.6% |
| Participant deferral / active EE | $869 | $4,844-82.1% | $4,080-78.7% | $6,710-87.0% |
| Admin fee / account holder | $9,788 | $6,946+40.9% | $5,644+73.4% | $11,403-14.2% |