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 | $18,829 | $55,415-66.0% | $155,509-87.9% | $74,495-74.7% |
| Participation rate | 30.4% | 61.9%-31.5pp | 78.2%-47.8pp | 67.2%-36.8pp |
| Annual return | 26.34% | 268.50%-242.2pp | 64.67%-38.3pp | 1364.94%-1338.6pp |
| Employer contribution / active EE | $511 | $2,267-77.5% | $4,672-89.1% | $2,623-80.5% |
| Participant deferral / active EE | $957 | $2,836-66.3% | $5,626-83.0% | $4,346-78.0% |
| Admin fee / account holder | $2,105 | $1,738+21.1% | $15,912-86.8% | $1,942+8.4% |