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 | $20,181 | $59,839-66.3% | $81,983-75.4% | $79,858-74.7% |
| Participation rate | 45.7% | 61.6%-15.9pp | 69.2%-23.5pp | 69.6%-23.9pp |
| Annual return | 14.64% | 17.56%-2.9pp | 41.31%-26.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $812 | $1,713-52.6% | $2,498-67.5% | $2,471-67.1% |
| Participant deferral / active EE | $1,768 | $2,695-34.4% | $3,722-52.5% | $3,740-52.7% |
| Admin fee / account holder | $1,452 | $4,287-66.1% | $5,664-74.4% | $5,306-72.6% |