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 | $71,142 | $29,660+139.9% | $56,411+26.1% | $80,856-12.0% |
| Participation rate | 12.2% | 41.6%-29.5pp | 52.5%-40.3pp | 67.6%-55.4pp |
| Annual return | 14.70% | 35.23%-20.5pp | 1701.33%-1686.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $443 | $669-33.7% | $1,039-57.3% | $2,755-83.9% |
| Participant deferral / active EE | $1,159 | $1,226-5.4% | $1,952-40.6% | $4,296-73.0% |
| Admin fee / account holder | $2,289 | $2,428-5.7% | $2,829-19.1% | $6,918-66.9% |