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 6-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 | $22,545 | $39,019-42.2% | $80,716-72.1% | $85,850-73.7% |
| Participation rate | 13.3% | 41.5%-28.2pp | 54.2%-40.8pp | 69.3%-56.0pp |
| Annual return | 15.49% | 26.27%-10.8pp | 87.28%-71.8pp | 318.53%-303.0pp |
| Employer contribution / active EE | $340 | $722-53.0% | $1,160-70.7% | $2,565-86.8% |
| Participant deferral / active EE | $699 | $1,326-47.3% | $2,146-67.4% | $3,952-82.3% |
| Admin fee / account holder | $6,947 | $2,431+185.8% | $3,380+105.5% | $6,260+11.0% |