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 5-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 | $37,193 | $29,660+25.4% | $56,411-34.1% | $80,856-54.0% |
| Participation rate | 10.5% | 41.6%-31.1pp | 52.5%-41.9pp | 67.6%-57.1pp |
| Annual return | 17.73% | 35.23%-17.5pp | 1701.33%-1683.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $244 | $669-63.6% | $1,039-76.5% | $2,755-91.2% |
| Participant deferral / active EE | $727 | $1,226-40.7% | $1,952-62.8% | $4,296-83.1% |
| Admin fee / account holder | $3,144 | $2,428+29.5% | $2,829+11.2% | $6,918-54.5% |