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 4-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 | $19,535 | $30,400-35.7% | $53,898-63.8% | $84,808-77.0% |
| Participation rate | 18.8% | 46.4%-27.7pp | 55.0%-36.2pp | 68.3%-49.6pp |
| Annual return | 19.47% | 500.19%-480.7pp | 528.60%-509.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $407 | $603-32.4% | $932-56.3% | $2,631-84.5% |
| Participant deferral / active EE | $1,457 | $1,199+21.6% | $1,826-20.2% | $4,212-65.4% |
| Admin fee / account holder | $508 | $1,993-74.5% | $2,491-79.6% | $7,344-93.1% |