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 6-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 | $21,212 | $39,019-45.6% | $80,716-73.7% | $85,850-75.3% |
| Participation rate | 20.0% | 41.5%-21.5pp | 54.2%-34.2pp | 69.3%-49.3pp |
| Annual return | 20.73% | 26.27%-5.5pp | 87.28%-66.5pp | 318.53%-297.8pp |
| Employer contribution / active EE | $568 | $722-21.3% | $1,160-51.0% | $2,565-77.9% |
| Participant deferral / active EE | $988 | $1,326-25.5% | $2,146-54.0% | $3,952-75.0% |
| Admin fee / account holder | $537 | $2,431-77.9% | $3,380-84.1% | $6,260-91.4% |