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 | $21,184 | $55,472-61.8% | $155,567-86.4% | $74,546-71.6% |
| Participation rate | 25.5% | 61.9%-36.4pp | 78.2%-52.7pp | 67.2%-41.7pp |
| Annual return | 13.94% | 268.72%-254.8pp | 64.74%-50.8pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $442 | $2,269-80.5% | $4,674-90.6% | $2,624-83.2% |
| Participant deferral / active EE | $985 | $2,838-65.3% | $5,628-82.5% | $4,347-77.4% |
| Admin fee / account holder | $4,221 | $1,743+142.2% | $15,916-73.5% | $1,944+117.2% |