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 | $15,697 | $101,618-84.6% | $93,063-83.1% | $137,256-88.6% |
| Participation rate | 42.9% | 74.9%-32.1pp | 72.1%-29.3pp | 80.0%-37.1pp |
| Annual return | 30.65% | 223.95%-193.3pp | 34.15%-3.5pp | 220.34%-189.7pp |
| Employer contribution / active EE | $771 | $2,707-71.5% | $2,476-68.8% | $4,156-81.4% |
| Participant deferral / active EE | $1,191 | $4,279-72.2% | $3,958-69.9% | $6,407-81.4% |
| Admin fee / account holder | $562 | $6,198-90.9% | $6,033-90.7% | $12,270-95.4% |