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 | $7,777 | $100,773-92.3% | $88,946-91.3% | $142,382-94.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 54.84% | 70.18%-15.3pp | 57.82%-3.0pp | 217.08%-162.2pp |
| Employer contribution / active EE | $6,751 | $2,918+131.4% | $2,555+164.2% | $4,299+57.0% |
| Participant deferral / active EE | $10,157 | $5,230+94.2% | $4,581+121.7% | $6,507+56.1% |
| Admin fee / account holder | $469 | $9,693-95.2% | $8,261-94.3% | $12,624-96.3% |