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 | $23,503 | $53,516-56.1% | $126,539-81.4% | $84,808-72.3% |
| Participation rate | 15.4% | 58.2%-42.9pp | 69.8%-54.4pp | 68.3%-52.9pp |
| Annual return | 24.96% | 58.34%-33.4pp | 425.95%-401.0pp | 40.90%-15.9pp |
| Employer contribution / active EE | $829 | $1,535-46.0% | $3,674-77.4% | $2,631-68.5% |
| Participant deferral / active EE | $1,870 | $2,671-30.0% | $4,083-54.2% | $4,212-55.6% |
| Admin fee / account holder | $8,350 | $4,497+85.7% | $6,065+37.7% | $7,344+13.7% |