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 | $10,766 | $81,248-86.7% | $155,509-93.1% | $80,856-86.7% |
| Participation rate | 37.9% | 66.2%-28.3pp | 78.2%-40.3pp | 67.6%-29.7pp |
| Annual return | 11.04% | 33.31%-22.3pp | 64.67%-53.6pp | 35.59%-24.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $969 | $3,452-71.9% | $5,626-82.8% | $4,296-77.4% |
| Admin fee / account holder | $314 | $7,997-96.1% | $15,912-98.0% | $6,918-95.5% |