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 | $3,008 | $70,606-95.7% | $53,898-94.4% | $142,382-97.9% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 25.60% | 619.81%-594.2pp | 528.60%-503.0pp | 217.08%-191.5pp |
| Employer contribution / active EE | $291 | $1,202-75.8% | $932-68.8% | $4,299-93.2% |
| Participant deferral / active EE | $828 | $2,364-65.0% | $1,826-54.7% | $6,507-87.3% |
| Admin fee / account holder | $551 | $2,852-80.7% | $2,491-77.9% | $12,624-95.6% |