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 | $16,148 | $30,400-46.9% | $53,898-70.0% | $84,808-81.0% |
| Participation rate | 26.9% | 46.4%-19.5pp | 55.0%-28.0pp | 68.3%-41.4pp |
| Annual return | 19.10% | 500.19%-481.1pp | 528.60%-509.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $629 | $603+4.3% | $932-32.6% | $2,631-76.1% |
| Participant deferral / active EE | $1,013 | $1,199-15.5% | $1,826-44.6% | $4,212-76.0% |
| Admin fee / account holder | $3,018 | $1,993+51.4% | $2,491+21.2% | $7,344-58.9% |