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 | $19,584 | $27,915-29.8% | $58,482-66.5% | $75,163-73.9% |
| Participation rate | 9.9% | 38.8%-28.9pp | 50.9%-41.0pp | 67.2%-57.3pp |
| Annual return | 19.52% | 44.20%-24.7pp | 4239.32%-4219.8pp | 160.62%-141.1pp |
| Employer contribution / active EE | $121 | $669-81.9% | $1,053-88.5% | $2,670-95.5% |
| Participant deferral / active EE | $267 | $1,201-77.8% | $1,924-86.1% | $4,125-93.5% |
| Admin fee / account holder | $460 | $1,726-73.4% | $2,516-81.7% | $5,651-91.9% |