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 | $19,528 | $81,625-76.1% | $58,482-66.6% | $139,434-86.0% |
| Participation rate | 27.3% | 61.3%-34.1pp | 50.9%-23.6pp | 80.3%-53.0pp |
| Annual return | 27.22% | 7404.20%-7377.0pp | 4239.32%-4212.1pp | 372.94%-345.7pp |
| Employer contribution / active EE | $683 | $1,398-51.1% | $1,053-35.1% | $4,751-85.6% |
| Participant deferral / active EE | $1,918 | $2,557-25.0% | $1,924-0.3% | $6,710-71.4% |
| Admin fee / account holder | $2,380 | $3,265-27.1% | $2,516-5.4% | $11,403-79.1% |