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 4-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 | $6,838 | $149,040-95.4% | $120,225-94.3% | $137,256-95.0% |
| Participation rate | 14.3% | 75.4%-61.1pp | 69.6%-55.3pp | 80.0%-65.7pp |
| Annual return | 73.92% | 605.68%-531.8pp | 439.23%-365.3pp | 220.34%-146.4pp |
| Employer contribution / active EE | $432 | $4,350-90.1% | $3,475-87.6% | $4,156-89.6% |
| Participant deferral / active EE | $432 | $4,655-90.7% | $3,999-89.2% | $6,407-93.3% |
| Admin fee / account holder | $964 | $6,348-84.8% | $5,696-83.1% | $12,270-92.1% |