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 5-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 | $31,046 | $30,400+2.1% | $53,898-42.4% | $84,808-63.4% |
| Participation rate | 23.8% | 46.4%-22.6pp | 55.0%-31.2pp | 68.3%-44.5pp |
| Annual return | 19.00% | 500.19%-481.2pp | 528.60%-509.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $602 | $603-0.1% | $932-35.4% | $2,631-77.1% |
| Participant deferral / active EE | $1,418 | $1,199+18.3% | $1,826-22.4% | $4,212-66.3% |
| Admin fee / account holder | $7,647 | $1,993+283.6% | $2,491+207.0% | $7,344+4.1% |