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 | $17,906 | $59,101-69.7% | $77,163-76.8% | $75,163-76.2% |
| Participation rate | 11.1% | 63.9%-52.8pp | 69.6%-58.5pp | 67.2%-56.1pp |
| Annual return | 40.79% | 26.71%+14.1pp | 37.87%+2.9pp | 160.62%-119.8pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,914 | $2,999-36.2% | $3,833-50.1% | $4,125-53.6% |
| Admin fee / account holder | $909 | $4,774-81.0% | $5,472-83.4% | $5,651-83.9% |