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 | $19,712 | $45,312-56.5% | $86,233-77.1% | $67,986-71.0% |
| Participation rate | 63.5% | 42.4%+21.1pp | 69.0%-5.5pp | 57.2%+6.3pp |
| Annual return | 243.68% | 24.79%+218.9pp | 61.39%+182.3pp | 31.67%+212.0pp |
| Employer contribution / active EE | $746 | $1,160-35.6% | $2,504-70.2% | $2,019-63.0% |
| Participant deferral / active EE | $2,210 | $2,185+1.2% | $4,559-51.5% | $3,358-34.2% |
| Admin fee / account holder | $624 | $3,295-81.1% | $8,342-92.5% | $3,203-80.5% |