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 | $2,245 | $67,823-96.7% | $52,425-95.7% | $137,256-98.4% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 15.11% | 219.11%-204.0pp | 302.12%-287.0pp | 220.34%-205.2pp |
| Employer contribution / active EE | $392 | $1,163-66.3% | $914-57.2% | $4,156-90.6% |
| Participant deferral / active EE | $647 | $2,288-71.7% | $1,790-63.8% | $6,407-89.9% |
| Admin fee / account holder | $1,473 | $2,844-48.2% | $2,495-40.9% | $12,270-88.0% |