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 | $33,172 | $81,248-59.2% | $155,509-78.7% | $80,856-59.0% |
| Participation rate | 24.1% | 66.2%-42.1pp | 78.2%-54.0pp | 67.6%-43.5pp |
| Annual return | 14.65% | 33.31%-18.7pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $498 | $3,100-83.9% | $4,672-89.3% | $2,755-81.9% |
| Participant deferral / active EE | $1,245 | $3,452-63.9% | $5,626-77.9% | $4,296-71.0% |
| Admin fee / account holder | $2,706 | $7,997-66.2% | $15,912-83.0% | $6,918-60.9% |