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 | $13,059 | $29,660-56.0% | $56,411-76.9% | $80,856-83.8% |
| Participation rate | 31.7% | 41.6%-9.9pp | 52.5%-20.8pp | 67.6%-35.9pp |
| Annual return | 14.31% | 35.23%-20.9pp | 1701.33%-1687.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $566 | $669-15.4% | $1,039-45.5% | $2,755-79.5% |
| Participant deferral / active EE | $1,001 | $1,226-18.3% | $1,952-48.7% | $4,296-76.7% |
| Admin fee / account holder | $1,070 | $2,428-55.9% | $2,829-62.2% | $6,918-84.5% |