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 4-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 | $19,595 | $84,233-76.7% | $170,442-88.5% | $70,131-72.1% |
| Participation rate | 43.3% | 70.8%-27.5pp | 83.6%-40.3pp | 69.5%-26.2pp |
| Annual return | 16.14% | 23.06%-6.9pp | 205.93%-189.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,504 | $3,387-55.6% | $5,433-72.3% | $2,342-35.8% |
| Participant deferral / active EE | $2,299 | $3,086-25.5% | $4,939-53.5% | $3,332-31.0% |
| Admin fee / account holder | $11,400 | $5,698+100.1% | $13,880-17.9% | $4,645+145.4% |