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 5-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 | $23,909 | $51,175-53.3% | $70,515-66.1% | $75,163-68.2% |
| Participation rate | 35.6% | 60.9%-25.3pp | 68.3%-32.8pp | 67.2%-31.6pp |
| Annual return | 20.08% | 30.02%-9.9pp | 32.77%-12.7pp | 160.62%-140.5pp |
| Employer contribution / active EE | $959 | $1,826-47.5% | $2,973-67.8% | $2,670-64.1% |
| Participant deferral / active EE | $2,170 | $2,849-23.8% | $4,567-52.5% | $4,125-47.4% |
| Admin fee / account holder | $1,890 | $4,091-53.8% | $6,412-70.5% | $5,651-66.5% |