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 | $3,224 | $76,738-95.8% | $56,411-94.3% | $145,922-97.8% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 6.77% | 2994.23%-2987.5pp | 1701.33%-1694.6pp | 561.29%-554.5pp |
| Employer contribution / active EE | $106 | $1,380-92.3% | $1,039-89.8% | $4,660-97.7% |
| Participant deferral / active EE | $448 | $2,623-82.9% | $1,952-77.1% | $6,688-93.3% |
| Admin fee / account holder | $2,888 | $3,334-13.4% | $2,829+2.1% | $13,397-78.4% |