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 | $41,145 | $202,432-79.7% | $169,368-75.7% | $139,434-70.5% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.62% | 531.74%-517.1pp | 405.60%-391.0pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,702 | $4,692-63.7% | $4,013-57.6% | $4,751-64.2% |
| Participant deferral / active EE | $3,795 | $6,938-45.3% | $6,221-39.0% | $6,710-43.4% |
| Admin fee / account holder | $3,016 | $10,708-71.8% | $9,003-66.5% | $11,403-73.6% |