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 | $13,358 | $48,230-72.3% | $67,502-80.2% | $80,856-83.5% |
| Participation rate | 28.6% | 66.4%-37.8pp | 72.9%-44.3pp | 67.6%-39.1pp |
| Annual return | 22.65% | 18.28%+4.4pp | 3512.12%-3489.5pp | 35.59%-12.9pp |
| Employer contribution / active EE | $672 | $2,020-66.7% | $2,731-75.4% | $2,755-75.6% |
| Participant deferral / active EE | $955 | $2,924-67.3% | $4,000-76.1% | $4,296-77.8% |
| Admin fee / account holder | $3,143 | $3,681-14.6% | $3,998-21.4% | $6,918-54.6% |