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 9-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 | $6,051 | $27,243-77.8% | $52,425-88.5% | $79,634-92.4% |
| Participation rate | 41.6% | 22.4%+19.2pp | 55.6%-14.0pp | 62.5%-20.8pp |
| Annual return | 15.66% | 63.36%-47.7pp | 302.12%-286.5pp | 36.46%-20.8pp |
| Employer contribution / active EE | $52 | $319-83.8% | $914-94.4% | $2,529-98.0% |
| Participant deferral / active EE | $413 | $636-35.0% | $1,790-76.9% | $3,835-89.2% |
| Admin fee / account holder | $756 | $2,105-64.1% | $2,495-69.7% | $1,002-24.6% |