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 3-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 | $4,006 | $29,660-86.5% | $56,411-92.9% | $80,856-95.0% |
| Participation rate | 52.9% | 41.6%+11.3pp | 52.5%+0.5pp | 67.6%-14.7pp |
| Annual return | 15.59% | 35.23%-19.6pp | 1701.33%-1685.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $639 | $669-4.5% | $1,039-38.4% | $2,755-76.8% |
| Participant deferral / active EE | $1,863 | $1,226+51.9% | $1,952-4.6% | $4,296-56.6% |
| Admin fee / account holder | $334 | $2,428-86.2% | $2,829-88.2% | $6,918-95.2% |