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 | $17,473 | $76,407-77.1% | $150,298-88.4% | $82,448-78.8% |
| Participation rate | 54.5% | 66.4%-11.9pp | 77.8%-23.2pp | 68.1%-13.5pp |
| Annual return | 16.67% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $902 | $2,614-65.5% | $4,154-78.3% | $2,551-64.6% |
| Participant deferral / active EE | $1,296 | $3,214-59.7% | $5,453-76.2% | $4,139-68.7% |
| Admin fee / account holder | $1,246 | $6,352-80.4% | $14,116-91.2% | $7,234-82.8% |