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 | $17,574 | $111,724-84.3% | $93,606-81.2% | $145,922-88.0% |
| Participation rate | 41.7% | 74.2%-32.5pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 9.18% | 202.98%-193.8pp | 133.20%-124.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,244 | $3,090-59.7% | $2,420-48.6% | $4,660-73.3% |
| Participant deferral / active EE | $4,829 | $4,912-1.7% | $4,411+9.5% | $6,688-27.8% |
| Admin fee / account holder | $21,115 | $10,250+106.0% | $8,285+154.9% | $13,397+57.6% |