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 | $15,375 | $88,751-82.7% | $81,812-81.2% | $145,922-89.5% |
| Participation rate | 15.8% | 75.0%-59.2pp | 72.3%-56.6pp | 80.3%-64.5pp |
| Annual return | 14.96% | 1025.40%-1010.4pp | 773.79%-758.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,426 | $3,083-53.7% | $2,912-51.0% | $4,660-69.4% |
| Participant deferral / active EE | $1,595 | $4,643-65.6% | $4,319-63.1% | $6,688-76.1% |
| Admin fee / account holder | $12,412 | $8,415+47.5% | $7,386+68.1% | $13,397-7.4% |