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 | $33,076 | $30,400+8.8% | $53,898-38.6% | $84,808-61.0% |
| Participation rate | 45.8% | 46.4%-0.6pp | 55.0%-9.1pp | 68.3%-22.5pp |
| Annual return | 18.18% | 500.19%-482.0pp | 528.60%-510.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $881 | $603+46.2% | $932-5.4% | $2,631-66.5% |
| Participant deferral / active EE | $2,677 | $1,199+123.3% | $1,826+46.6% | $4,212-36.4% |
| Admin fee / account holder | $1,685 | $1,993-15.5% | $2,491-32.4% | $7,344-77.1% |