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 7-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 | $28,762 | $30,400-5.4% | $53,898-46.6% | $84,808-66.1% |
| Participation rate | 42.1% | 46.4%-4.3pp | 55.0%-12.9pp | 68.3%-26.2pp |
| Annual return | 18.39% | 500.19%-481.8pp | 528.60%-510.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,416 | $1,199+18.1% | $1,826-22.5% | $4,212-66.4% |
| Admin fee / account holder | $808 | $1,993-59.5% | $2,491-67.6% | $7,344-89.0% |