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 | $22,194 | $96,305-77.0% | $80,569-72.5% | $139,434-84.1% |
| Participation rate | 41.7% | 73.6%-32.0pp | 67.0%-25.3pp | 80.3%-38.7pp |
| Annual return | 12.01% | 1350.08%-1338.1pp | 935.43%-923.4pp | 372.94%-360.9pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $872 | $5,232-83.3% | $4,447-80.4% | $6,710-87.0% |
| Admin fee / account holder | $1,341 | $6,599-79.7% | $5,377-75.1% | $11,403-88.2% |