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 | $23,408 | $71,050-67.1% | $93,606-75.0% | $80,856-71.1% |
| Participation rate | 35.8% | 60.4%-24.6pp | 68.7%-32.9pp | 67.6%-31.8pp |
| Annual return | 12.09% | 11.26%+0.8pp | 133.20%-121.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $727 | $1,564-53.5% | $2,420-70.0% | $2,755-73.6% |
| Participant deferral / active EE | $1,938 | $4,034-51.9% | $4,411-56.1% | $4,296-54.9% |
| Admin fee / account holder | $331 | $6,945-95.2% | $8,285-96.0% | $6,918-95.2% |