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 | $19,027 | $31,310-39.2% | $53,898-64.7% | $74,304-74.4% |
| Participation rate | 21.0% | 30.7%-9.7pp | 55.0%-34.0pp | 60.3%-39.4pp |
| Annual return | 20.70% | 23.16%-2.5pp | 528.60%-507.9pp | 29.43%-8.7pp |
| Employer contribution / active EE | $392 | $450-12.7% | $932-57.9% | $2,241-82.5% |
| Participant deferral / active EE | $550 | $934-41.2% | $1,826-69.9% | $3,767-85.4% |
| Admin fee / account holder | $718 | $2,175-67.0% | $2,491-71.2% | $2,969-75.8% |