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 | $41,190 | $30,400+35.5% | $53,898-23.6% | $84,808-51.4% |
| Participation rate | 26.1% | 46.4%-20.4pp | 55.0%-28.9pp | 68.3%-42.2pp |
| Annual return | 19.06% | 500.19%-481.1pp | 528.60%-509.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $463 | $603-23.2% | $932-50.3% | $2,631-82.4% |
| Participant deferral / active EE | $1,829 | $1,199+52.6% | $1,826+0.1% | $4,212-56.6% |
| Admin fee / account holder | $1,217 | $1,993-38.9% | $2,491-51.1% | $7,344-83.4% |