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 | $29,265 | $107,015-72.7% | $73,545-60.2% | $147,584-80.2% |
| Participation rate | 40.0% | 66.4%-26.4pp | 54.9%-14.9pp | 82.8%-42.8pp |
| Annual return | 18.24% | 38.25%-20.0pp | -15.16%+33.4pp | 578.55%-560.3pp |
| Employer contribution / active EE | $60 | $1,760-96.6% | $1,219-95.1% | $4,876-98.8% |
| Participant deferral / active EE | $120 | $2,462-95.1% | $1,806-93.4% | $5,439-97.8% |
| Admin fee / account holder | $1,945 | $3,055-36.3% | $2,320-16.2% | $10,885-82.1% |