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 | $24,391 | $29,660-17.8% | $56,411-56.8% | $80,856-69.8% |
| Participation rate | 10.9% | 41.6%-30.7pp | 52.5%-41.6pp | 67.6%-56.7pp |
| Annual return | 13.40% | 35.23%-21.8pp | 1701.33%-1687.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $201 | $669-70.0% | $1,039-80.7% | $2,755-92.7% |
| Participant deferral / active EE | $246 | $1,226-79.9% | $1,952-87.4% | $4,296-94.3% |
| Admin fee / account holder | $5,937 | $2,428+144.6% | $2,829+109.9% | $6,918-14.2% |