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 | $26,516 | $42,886-38.2% | $88,946-70.2% | $85,563-69.0% |
| Participation rate | 5.1% | 37.9%-32.8pp | 68.8%-63.7pp | 66.0%-60.8pp |
| Annual return | 18.17% | 44.56%-26.4pp | 57.82%-39.7pp | 31.51%-13.3pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $424 | $2,108-79.9% | $4,581-90.7% | $4,375-90.3% |
| Admin fee / account holder | $970 | $2,263-57.2% | $8,261-88.3% | $834+16.2% |