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 3-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 | $11,802 | $26,114-54.8% | $58,482-79.8% | $74,419-84.1% |
| Participation rate | 16.5% | 32.1%-15.6pp | 50.9%-34.4pp | 70.7%-54.2pp |
| Annual return | 0.00% | 32.51%-32.5pp | 4239.32%-4239.3pp | 34.38%-34.4pp |
| Employer contribution / active EE | $295 | $536-44.8% | $1,053-72.0% | $2,637-88.8% |
| Participant deferral / active EE | $748 | $1,075-30.4% | $1,924-61.1% | $4,528-83.5% |
| Admin fee / account holder | $1,383 | $649+113.0% | $2,516-45.0% | $348+297.5% |