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 | $21,292 | $110,261-80.7% | $95,745-77.8% | $139,434-84.7% |
| Participation rate | 69.2% | 75.8%-6.5pp | 72.3%-3.0pp | 80.3%-11.1pp |
| Annual return | 15.99% | 27.11%-11.1pp | 28.35%-12.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,849 | $3,257-43.2% | $2,835-34.8% | $4,751-61.1% |
| Participant deferral / active EE | $4,084 | $4,676-12.6% | $4,245-3.8% | $6,710-39.1% |
| Admin fee / account holder | $326 | $6,613-95.1% | $5,678-94.3% | $11,403-97.1% |