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 | $24,180 | $65,241-62.9% | $126,539-80.9% | $85,563-71.7% |
| Participation rate | 14.7% | 48.6%-33.9pp | 69.8%-55.1pp | 66.0%-51.3pp |
| Annual return | 23.55% | 42.19%-18.6pp | 425.95%-402.4pp | 31.51%-8.0pp |
| Employer contribution / active EE | $263 | $1,937-86.4% | $3,674-92.8% | $2,654-90.1% |
| Participant deferral / active EE | $715 | $3,032-76.4% | $4,083-82.5% | $4,375-83.7% |
| Admin fee / account holder | $434 | $1,031-58.0% | $6,065-92.9% | $834-48.0% |