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 | $12,833 | $34,934-63.3% | $56,411-77.3% | $74,495-82.8% |
| Participation rate | 13.0% | 32.8%-19.9pp | 52.5%-39.5pp | 67.2%-54.2pp |
| Annual return | 11.66% | 25.94%-14.3pp | 1701.33%-1689.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $419 | $609-31.3% | $1,039-59.7% | $2,623-84.0% |
| Participant deferral / active EE | $527 | $1,170-55.0% | $1,952-73.0% | $4,346-87.9% |
| Admin fee / account holder | $2,966 | $2,364+25.5% | $2,829+4.9% | $1,942+52.8% |