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 9-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 | $41,436 | $37,426+10.7% | $77,482-46.5% | $79,858-48.1% |
| Participation rate | 16.7% | 41.5%-24.8pp | 54.2%-37.5pp | 69.6%-53.0pp |
| Annual return | 18.25% | 39.70%-21.5pp | 54.79%-36.5pp | 31.71%-13.5pp |
| Employer contribution / active EE | $324 | $637-49.2% | $986-67.2% | $2,471-86.9% |
| Participant deferral / active EE | $647 | $1,260-48.6% | $1,861-65.2% | $3,740-82.7% |
| Admin fee / account holder | $3,764 | $2,504+50.3% | $2,858+31.7% | $5,306-29.1% |