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 | $30,223 | $190,805-84.2% | $159,960-81.1% | $134,475-77.5% |
| Participation rate | 39.1% | 81.9%-42.8pp | 78.0%-38.8pp | 81.2%-42.1pp |
| Annual return | -15.08% | 552.23%-567.3pp | 408.60%-423.7pp | 417.96%-433.0pp |
| Employer contribution / active EE | $657 | $4,995-86.8% | $4,226-84.5% | $4,740-86.1% |
| Participant deferral / active EE | $1,630 | $6,923-76.5% | $6,182-73.6% | $6,400-74.5% |
| Admin fee / account holder | $3,252 | $10,471-68.9% | $8,698-62.6% | $11,426-71.5% |