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 | $17,634 | $27,915-36.8% | $58,482-69.8% | $75,163-76.5% |
| Participation rate | 17.8% | 38.8%-21.1pp | 50.9%-33.1pp | 67.2%-49.4pp |
| Annual return | 28.47% | 44.20%-15.7pp | 4239.32%-4210.8pp | 160.62%-132.1pp |
| Employer contribution / active EE | $830 | $669+24.1% | $1,053-21.2% | $2,670-68.9% |
| Participant deferral / active EE | $1,006 | $1,201-16.3% | $1,924-47.7% | $4,125-75.6% |
| Admin fee / account holder | $519 | $1,726-69.9% | $2,516-79.4% | $5,651-90.8% |