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 5-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 | $13,966 | $29,660-52.9% | $56,411-75.2% | $80,856-82.7% |
| Participation rate | 11.8% | 41.6%-29.9pp | 52.5%-40.7pp | 67.6%-55.9pp |
| Annual return | 59.08% | 35.23%+23.8pp | 1701.33%-1642.3pp | 35.59%+23.5pp |
| Employer contribution / active EE | $232 | $669-65.4% | $1,039-77.7% | $2,755-91.6% |
| Participant deferral / active EE | $386 | $1,226-68.5% | $1,952-80.2% | $4,296-91.0% |
| Admin fee / account holder | $1,470 | $2,428-39.4% | $2,829-48.0% | $6,918-78.7% |