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 | $11,409 | $30,400-62.5% | $53,898-78.8% | $84,808-86.5% |
| Participation rate | 51.2% | 46.4%+4.8pp | 55.0%-3.7pp | 68.3%-17.1pp |
| Annual return | 21.07% | 500.19%-479.1pp | 528.60%-507.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $953 | $603+58.1% | $932+2.2% | $2,631-63.8% |
| Participant deferral / active EE | $1,414 | $1,199+18.0% | $1,826-22.5% | $4,212-66.4% |
| Admin fee / account holder | $2,400 | $1,993+20.4% | $2,491-3.6% | $7,344-67.3% |