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 | $12,145 | $67,823-82.1% | $52,425-76.8% | $137,256-91.2% |
| Participation rate | 31.6% | 63.9%-32.3pp | 55.6%-24.0pp | 80.0%-48.4pp |
| Annual return | 17.66% | 219.11%-201.4pp | 302.12%-284.5pp | 220.34%-202.7pp |
| Employer contribution / active EE | $348 | $1,163-70.1% | $914-61.9% | $4,156-91.6% |
| Participant deferral / active EE | $479 | $2,288-79.0% | $1,790-73.2% | $6,407-92.5% |
| Admin fee / account holder | $1,567 | $2,844-44.9% | $2,495-37.2% | $12,270-87.2% |