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 6-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 | $32,197 | $70,606-54.4% | $53,898-40.3% | $142,382-77.4% |
| Participation rate | 12.5% | 63.7%-51.2pp | 55.0%-42.5pp | 80.1%-67.6pp |
| Annual return | 14.95% | 619.81%-604.9pp | 528.60%-513.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $48 | $1,202-96.0% | $932-94.9% | $4,299-98.9% |
| Participant deferral / active EE | $238 | $2,364-90.0% | $1,826-87.0% | $6,507-96.4% |
| Admin fee / account holder | $362 | $2,852-87.3% | $2,491-85.5% | $12,624-97.1% |