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 7-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 | $19,896 | $81,625-75.6% | $58,482-66.0% | $139,434-85.7% |
| Participation rate | 21.7% | 61.3%-39.6pp | 50.9%-29.1pp | 80.3%-58.6pp |
| Annual return | 18.89% | 7404.20%-7385.3pp | 4239.32%-4220.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $476 | $1,398-65.9% | $1,053-54.8% | $4,751-90.0% |
| Participant deferral / active EE | $768 | $2,557-70.0% | $1,924-60.1% | $6,710-88.6% |
| Admin fee / account holder | $3,818 | $3,265+16.9% | $2,516+51.7% | $11,403-66.5% |