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 10-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 | $11,833 | $37,426-68.4% | $77,482-84.7% | $79,858-85.2% |
| Participation rate | 55.9% | 41.5%+14.4pp | 54.2%+1.7pp | 69.6%-13.7pp |
| Annual return | 14.41% | 39.70%-25.3pp | 54.79%-40.4pp | 31.71%-17.3pp |
| Employer contribution / active EE | $163 | $637-74.3% | $986-83.4% | $2,471-93.4% |
| Participant deferral / active EE | $773 | $1,260-38.6% | $1,861-58.5% | $3,740-79.3% |
| Admin fee / account holder | $809 | $2,504-67.7% | $2,858-71.7% | $5,306-84.8% |