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 | $78,766 | $30,400+159.1% | $53,898+46.1% | $84,808-7.1% |
| Participation rate | 20.5% | 46.4%-26.0pp | 55.0%-34.5pp | 68.3%-47.9pp |
| Annual return | 14.51% | 500.19%-485.7pp | 528.60%-514.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $704 | $603+16.8% | $932-24.5% | $2,631-73.2% |
| Participant deferral / active EE | $1,329 | $1,199+10.9% | $1,826-27.2% | $4,212-68.4% |
| Admin fee / account holder | $4,436 | $1,993+122.5% | $2,491+78.1% | $7,344-39.6% |