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 | $12,811 | $102,966-87.6% | $90,281-85.8% | $152,861-91.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 17.75% | 95.16%-77.4pp | 78.10%-60.3pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,067 | $3,139-66.0% | $2,854-62.6% | $4,762-77.6% |
| Participant deferral / active EE | $1,392 | $4,281-67.5% | $3,885-64.2% | $5,850-76.2% |
| Admin fee / account holder | $1,514 | $6,171-75.5% | $5,351-71.7% | $11,596-86.9% |