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 | $43,613 | $59,805-27.1% | $79,550-45.2% | $68,494-36.3% |
| Participation rate | 23.6% | 61.1%-37.5pp | 69.5%-45.9pp | 67.9%-44.3pp |
| Annual return | 64.79% | -12.30%+77.1pp | 0.16%+64.6pp | -7.84%+72.6pp |
| Employer contribution / active EE | $549 | $1,505-63.5% | $2,413-77.3% | $2,596-78.9% |
| Participant deferral / active EE | $2,001 | $3,024-33.8% | $3,985-49.8% | $4,027-50.3% |
| Admin fee / account holder | $415 | $4,835-91.4% | $6,832-93.9% | $5,403-92.3% |