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 5-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 | $27,429 | $27,839-1.5% | $58,482-53.1% | $71,457-61.6% |
| Participation rate | 6.0% | 34.5%-28.6pp | 50.9%-44.9pp | 67.9%-61.9pp |
| Annual return | 21.58% | 26.81%-5.2pp | 4239.32%-4217.7pp | 28.85%-7.3pp |
| Employer contribution / active EE | $108 | $631-82.9% | $1,053-89.7% | $2,588-95.8% |
| Participant deferral / active EE | $325 | $1,206-73.1% | $1,924-83.1% | $4,289-92.4% |
| Admin fee / account holder | $767 | $1,641-53.3% | $2,516-69.5% | $1,587-51.7% |