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 3-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 | $14,257 | $76,738-81.4% | $56,411-74.7% | $145,922-90.2% |
| Participation rate | 31.6% | 63.2%-31.6pp | 52.5%-20.9pp | 80.3%-48.7pp |
| Annual return | 10.67% | 2994.23%-2983.6pp | 1701.33%-1690.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $858 | $1,380-37.8% | $1,039-17.4% | $4,660-81.6% |
| Participant deferral / active EE | $2,756 | $2,623+5.1% | $1,952+41.2% | $6,688-58.8% |
| Admin fee / account holder | $5,958 | $3,334+78.7% | $2,829+110.6% | $13,397-55.5% |