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 5-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 | $35,438 | $29,319+20.9% | $52,425-32.4% | $82,448-57.0% |
| Participation rate | 19.7% | 46.9%-27.1pp | 55.6%-35.9pp | 68.1%-48.3pp |
| Annual return | 17.48% | 535.20%-517.7pp | 302.12%-284.6pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,313 | $1,171+12.1% | $1,790-26.7% | $4,139-68.3% |
| Admin fee / account holder | $594 | $1,962-69.7% | $2,495-76.2% | $7,234-91.8% |