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 8-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 | $6,121 | $34,308-82.2% | $74,701-91.8% | $72,985-91.6% |
| Participation rate | 43.8% | 42.4%+1.4pp | 54.5%-10.7pp | 69.5%-25.7pp |
| Annual return | 75.64% | 26.58%+49.1pp | 752.92%-677.3pp | 81.00%-5.4pp |
| Employer contribution / active EE | $582 | $692-15.8% | $1,084-46.3% | $2,440-76.1% |
| Participant deferral / active EE | $1,223 | $1,271-3.8% | $1,964-37.7% | $3,607-66.1% |
| Admin fee / account holder | $2,354 | $2,124+10.8% | $3,333-29.4% | $5,124-54.1% |