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 | $21,149 | $30,400-30.4% | $53,898-60.8% | $84,808-75.1% |
| Participation rate | 45.5% | 46.4%-1.0pp | 55.0%-9.5pp | 68.3%-22.9pp |
| Annual return | 25.48% | 500.19%-474.7pp | 528.60%-503.1pp | 40.90%-15.4pp |
| Employer contribution / active EE | $381 | $603-36.8% | $932-59.1% | $2,631-85.5% |
| Participant deferral / active EE | $1,657 | $1,199+38.3% | $1,826-9.3% | $4,212-60.7% |
| Admin fee / account holder | $526 | $1,993-73.6% | $2,491-78.9% | $7,344-92.8% |