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 | $34,346 | $70,606-51.4% | $53,898-36.3% | $142,382-75.9% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 22.36% | 619.81%-597.4pp | 528.60%-506.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $754 | $1,202-37.3% | $932-19.2% | $4,299-82.5% |
| Participant deferral / active EE | $3,408 | $2,364+44.2% | $1,826+86.6% | $6,507-47.6% |
| Admin fee / account holder | $660 | $2,852-76.8% | $2,491-73.5% | $12,624-94.8% |