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 | $26,432 | $30,400-13.1% | $53,898-51.0% | $84,808-68.8% |
| Participation rate | 42.9% | 46.4%-3.6pp | 55.0%-12.1pp | 68.3%-25.5pp |
| Annual return | 23.23% | 500.19%-477.0pp | 528.60%-505.4pp | 40.90%-17.7pp |
| Employer contribution / active EE | $956 | $603+58.5% | $932+2.5% | $2,631-63.7% |
| Participant deferral / active EE | $3,017 | $1,199+151.7% | $1,826+65.2% | $4,212-28.4% |
| Admin fee / account holder | $1,935 | $1,993-2.9% | $2,491-22.3% | $7,344-73.7% |