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 6-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 | $25,629 | $81,460-68.5% | $103,333-75.2% | $80,856-68.3% |
| Participation rate | 53.8% | 66.8%-13.0pp | 74.5%-20.7pp | 67.6%-13.8pp |
| Annual return | 70.48% | 25.55%+44.9pp | 24.88%+45.6pp | 35.59%+34.9pp |
| Employer contribution / active EE | $1,687 | $3,105-45.7% | $3,868-56.4% | $2,755-38.8% |
| Participant deferral / active EE | $2,485 | $3,869-35.8% | $5,057-50.9% | $4,296-42.1% |
| Admin fee / account holder | $627 | $6,566-90.5% | $8,355-92.5% | $6,918-90.9% |