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 | $22,356 | $29,319-23.7% | $52,425-57.4% | $82,448-72.9% |
| Participation rate | 27.5% | 46.9%-19.4pp | 55.6%-28.2pp | 68.1%-40.6pp |
| Annual return | 24.67% | 535.20%-510.5pp | 302.12%-277.4pp | 41.64%-17.0pp |
| Employer contribution / active EE | $550 | $586-6.2% | $914-39.8% | $2,551-78.4% |
| Participant deferral / active EE | $1,598 | $1,171+36.4% | $1,790-10.8% | $4,139-61.4% |
| Admin fee / account holder | $1,059 | $1,962-46.0% | $2,495-57.6% | $7,234-85.4% |