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 | $3,045 | $30,400-90.0% | $53,898-94.4% | $84,808-96.4% |
| Participation rate | 56.8% | 46.4%+10.3pp | 55.0%+1.8pp | 68.3%-11.6pp |
| Annual return | 25.10% | 500.19%-475.1pp | 528.60%-503.5pp | 40.90%-15.8pp |
| Employer contribution / active EE | $301 | $603-50.0% | $932-67.7% | $2,631-88.5% |
| Participant deferral / active EE | $629 | $1,199-47.5% | $1,826-65.6% | $4,212-85.1% |
| Admin fee / account holder | $535 | $1,993-73.2% | $2,491-78.5% | $7,344-92.7% |