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 | $13,409 | $27,915-52.0% | $58,482-77.1% | $75,163-82.2% |
| Participation rate | 60.7% | 38.8%+21.9pp | 50.9%+9.9pp | 67.2%-6.5pp |
| Annual return | 18.94% | 44.20%-25.3pp | 4239.32%-4220.4pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,026 | $669+53.4% | $1,053-2.6% | $2,670-61.6% |
| Participant deferral / active EE | $1,329 | $1,201+10.6% | $1,924-30.9% | $4,125-67.8% |
| Admin fee / account holder | $680 | $1,726-60.6% | $2,516-73.0% | $5,651-88.0% |