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 | $37,059 | $30,400+21.9% | $53,898-31.2% | $84,808-56.3% |
| Participation rate | 14.1% | 46.4%-32.4pp | 55.0%-40.9pp | 68.3%-54.2pp |
| Annual return | 17.97% | 500.19%-482.2pp | 528.60%-510.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $300 | $603-50.3% | $932-67.9% | $2,631-88.6% |
| Participant deferral / active EE | $1,006 | $1,199-16.1% | $1,826-44.9% | $4,212-76.1% |
| Admin fee / account holder | $889 | $1,993-55.4% | $2,491-64.3% | $7,344-87.9% |