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 6-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 | $37,253 | $64,839-42.5% | $95,585-61.0% | $84,808-56.1% |
| Participation rate | 29.6% | 63.8%-34.2pp | 72.1%-42.4pp | 68.3%-38.7pp |
| Annual return | 18.29% | -670.96%+689.3pp | 38.56%-20.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $494 | $1,759-71.9% | $2,527-80.5% | $2,631-81.2% |
| Participant deferral / active EE | $1,061 | $2,965-64.2% | $4,023-73.6% | $4,212-74.8% |
| Admin fee / account holder | $449 | $5,964-92.5% | $6,127-92.7% | $7,344-93.9% |