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 | $55,427 | $104,974-47.2% | $95,585-42.0% | $142,382-61.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 11.89% | 210.33%-198.4pp | 38.56%-26.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $682 | $2,779-75.4% | $2,527-73.0% | $4,299-84.1% |
| Participant deferral / active EE | $5,746 | $4,352+32.0% | $4,023+42.8% | $6,507-11.7% |
| Admin fee / account holder | $543 | $6,386-91.5% | $6,127-91.1% | $12,624-95.7% |